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Paul Theodore Winn

PEAKEQUITY PARTNERS MANAGEMENT CO LP·RADNOR, Pennsylvania
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555 E LANCASTER AVE, STE 500, RADNOR, PA 19087CRD# 6539846Firm CRD# 281131
01

About

Paul Theodore Winn is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with PEAKEQUITY PARTNERS MANAGEMENT CO LP. 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
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
AUM
$353M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6539846
Firm CRD# 281131
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Theodore Winn offer?
Paul Theodore Winn specializes in Retirement Planning. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Paul Theodore Winn's credentials?
Paul Theodore Winn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Theodore Winn located?
Paul Theodore Winn is based in RADNOR, Pennsylvania, working with PEAKEQUITY PARTNERS MANAGEMENT CO LP. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Paul Theodore Winn charge for services?
Paul Theodore Winn's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAKEQUITY PARTNERS MANAGEMENT CO LP?
PEAKEQUITY PARTNERS MANAGEMENT CO LP has approximately 4 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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