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Frederick Holland Winston

WINVEST INVESTMENTS L.P.·MONTROSE, Colorado
Clean recordWINVEST INVESTMENTS L.P.
20349 PAHGRE ROAD, MONTROSE, CO 81403-8627CRD# 1278756Firm CRD# 114358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick Holland Winston · MONTROSE, CO
Registration
CRD #1278756 · WINVEST INVESTMENTS L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Frederick Holland Winston is a registered financial advisor based in MONTROSE, Colorado, affiliated with WINVEST INVESTMENTS L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WINVEST INVESTMENTS L.P.
WINVEST INVESTMENTS L.P.
AUM
$36M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WINVEST INVESTMENTS L.P. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1278756
Firm CRD# 114358
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frederick Holland Winston offer?
Frederick Holland Winston specializes in Investment Management, Fee-Only Advisory. Contact their office in MONTROSE, Colorado for a consultation.
What are Frederick Holland Winston's credentials?
Frederick Holland Winston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Holland Winston located?
Frederick Holland Winston is based in MONTROSE, Colorado, working with WINVEST INVESTMENTS L.P.. Their office serves clients in the MONTROSE metropolitan area and surrounding communities.
How does Frederick Holland Winston charge for services?
Frederick Holland Winston's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINVEST INVESTMENTS L.P.?
WINVEST INVESTMENTS L.P. has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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