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Adam Zachary Winch

WINCH ADVISORY SERVICES, LLC·APPLETON, Wisconsin
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424 E. WISCONSIN AVENUE, APPLETON, WI 54911CRD# 4992765Firm CRD# 110194
01

About

Adam Zachary Winch is a registered financial advisor based in APPLETON, Wisconsin, affiliated with WINCH ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WINCH ADVISORY SERVICES, LLC
WINCH FINANCIAL
AUM
$420M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at WINCH ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4992765
Firm CRD# 110194
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Zachary Winch offer?
Adam Zachary Winch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Adam Zachary Winch's credentials?
Adam Zachary Winch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Zachary Winch located?
Adam Zachary Winch is based in APPLETON, Wisconsin, working with WINCH ADVISORY SERVICES, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.
How does Adam Zachary Winch charge for services?
Adam Zachary Winch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINCH ADVISORY SERVICES, LLC?
WINCH ADVISORY SERVICES, LLC has approximately 17 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in APPLETON
Debra Sumnicht — ISECTORS, LLCDavid Robert Jensen — AVAII WEALTH MANAGEMENT, LLCGreg Barber — SCHENCK INVESTMENT SOLUTIONS LLCMark Christopher Scheffler — THE APPLETON GROUP, LLCVernon Coffey Sumnicht — ISECTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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