WINCH FINANCIAL
Tel: 920-739-8577 424 E. Wisconsin Avenue Appleton, Wisconsin 54911
About WINCH FINANCIAL
WINCH FINANCIAL is a Appleton, Wisconsin based financial advisory firm with nearly $420,199,081 in assets under management and provides investment advisory services for 2554 clients. There are currently 17 financial advisors at the firm.
General Information
Firm CRD#:
110194
Firm SEC#:
801-55488
Assets Under Management:
$420,199,081
No. of Clients:
2554
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Education seminars/workshops
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