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Jennifer Grube Straumins

WINCORAM ASSET MANAGEMENT LLC·HOUSTON, Texas
Clean recordWINCORAM ASSET MANAGEMENT LLC
777 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 7335432Firm CRD# 312425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Grube Straumins · HOUSTON, TX
Registration
CRD #7335432 · WINCORAM ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Grube Straumins is a registered financial advisor based in HOUSTON, Texas, affiliated with WINCORAM ASSET MANAGEMENT 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
Introduction

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03

Firm Overview

Firm
WINCORAM ASSET MANAGEMENT LLC
WINCORAM ASSET MANAGEMENT LLC
AUM
$2.4B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at WINCORAM ASSET MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7335432
Firm CRD# 312425
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Grube Straumins offer?
Jennifer Grube Straumins specializes in Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Jennifer Grube Straumins's credentials?
Jennifer Grube Straumins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Grube Straumins located?
Jennifer Grube Straumins is based in HOUSTON, Texas, working with WINCORAM ASSET MANAGEMENT LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Jennifer Grube Straumins charge for services?
Jennifer Grube Straumins'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 WINCORAM ASSET MANAGEMENT LLC?
WINCORAM ASSET MANAGEMENT LLC has approximately 18 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINCORAM ASSET MANAGEMENT LLC

Andrew Thomas Gilbert
HOUSTON, TX
Michael Bertuccio
HOUSTON, TX
Shalin Mukund Shah
HOUSTON, TX
John Newell Culbertson
HOUSTON, TX
William Howard Mccartney
HOUSTON, TX
Jacob Benjamin Smith
HOUSTON, TX

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Research
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