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Kevin Wayne Winters

ICP GROUP INVESTMENT MANAGER, LLC·DALLAS, Texas
Unclaimed Profile
500 N AKARD STREET, DALLAS, TX 75201CRD# 6269667Firm CRD# 219518
01

About

Kevin Wayne Winters is a registered financial advisor based in DALLAS, Texas, affiliated with ICP GROUP INVESTMENT MANAGER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ICP GROUP INVESTMENT MANAGER, LLC
ICP GROUP INVESTMENT MANAGER, LLC
AUM
$236M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ICP GROUP INVESTMENT MANAGER, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6269667
Firm CRD# 219518
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Wayne Winters offer?
Kevin Wayne Winters specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Kevin Wayne Winters's credentials?
Kevin Wayne Winters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Wayne Winters located?
Kevin Wayne Winters is based in DALLAS, Texas, working with ICP GROUP INVESTMENT MANAGER, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Kevin Wayne Winters charge for services?
Kevin Wayne Winters'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 ICP GROUP INVESTMENT MANAGER, LLC?
ICP GROUP INVESTMENT MANAGER, LLC has approximately 6 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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