WINCH FINANCIAL - Financial Advisor in Wisconsin, Appleton

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

GATEWAY WEALTH PARTNERS, LLC

322789

801-126635

3968

$891,580,271

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

149830

801-112692

2722

$815,977,938

COPPER HARBOR INVESTMENT ADVISORS, LLC

169978

801-81035

228

$665,000,000

AVAII WEALTH MANAGEMENT, LLC

298165

801-113937

2402

$442,587,428

SUMNICHT & ASSOCIATES, LLC

111421

801-60309

107

$287,175,336

CORNERSTONE FINANCIAL GROUP

324255

801-127126

1386

$183,820,785

CONCEPTUAL FINANCIAL ADVISORS, LLC

167513

801-123428

713

$163,575,190

STONEHAVEN WEALTH & TAX SOLUTIONS

332731

801-131172

856

$153,732,017

COLLAR CAPITAL MANAGEMENT, LLC

152325

801-130159

218

$105,754,561

ETF MODEL SOLUTIONS, LLC

168410

801-80785

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$15,746,673

ISECTORS, LLC

147589

801-69601

Not Disclosed

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