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Jeffrey Philip Winkler

AMERICAN CAPITAL AGNC MANAGEMENT, LLC·BETHESDA, Maryland
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2 BETHESDA METRO CENTER, 14TH FLOOR, BETHESDA, MD 20814CRD# 4582089Firm CRD# 161600
01

About

Jeffrey Philip Winkler is a registered financial advisor based in BETHESDA, Maryland, affiliated with AMERICAN CAPITAL AGNC MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
AGNC MANAGEMENT, LLC
AGNC MANAGEMENT, LLC
AUM
$81.8B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at AGNC MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4582089
Firm CRD# 161600
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Philip Winkler offer?
Jeffrey Philip Winkler specializes in Retirement Planning, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.
What are Jeffrey Philip Winkler's credentials?
Jeffrey Philip Winkler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Philip Winkler located?
Jeffrey Philip Winkler is based in BETHESDA, Maryland, working with AMERICAN CAPITAL AGNC MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Jeffrey Philip Winkler charge for services?
Jeffrey Philip Winkler'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 AMERICAN CAPITAL AGNC MANAGEMENT, LLC?
AMERICAN CAPITAL AGNC MANAGEMENT, LLC has approximately 50 employees and manages $81.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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