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Jonathan Louis Winer

RETHINK CAPITAL PARTNERS, LLC·WHITE PLAINS, New York
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707 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604CRD# 1609444Firm CRD# 171118
01

About

Jonathan Louis Winer is a registered financial advisor based in WHITE PLAINS, New York, affiliated with RETHINK CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RETHINK CAPITAL PARTNERS, LLC
RETHINK CAPITAL PARTNERS, LLC
AUM
$2.6B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at RETHINK CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: DISPOSITION, ACQUISTION FINANCING FEES PERTAINING TO REAL ESATE
Regulatory
SEC/IARD CRD# 1609444
Firm CRD# 171118
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Louis Winer offer?
Jonathan Louis Winer specializes in Retirement Planning. Contact their office in WHITE PLAINS, New York for a consultation.
What are Jonathan Louis Winer's credentials?
Jonathan Louis Winer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Louis Winer located?
Jonathan Louis Winer is based in WHITE PLAINS, New York, working with RETHINK CAPITAL PARTNERS, LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Jonathan Louis Winer charge for services?
Jonathan Louis Winer's firm is compensated through percentage of aum, performance-based fees, other: disposition, acquistion financing fees pertaining to real esate. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETHINK CAPITAL PARTNERS, LLC?
RETHINK CAPITAL PARTNERS, LLC has approximately 36 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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