PAUL WINKLER, INC.

GOODLETTSVILLE, Tennessee·3 registered advisors·CRD# 119342
SEC# 801-12808111615-851-1950
01

Firm Overview

AUM
$284M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PAUL WINKLER, INC.

3 registered advisors
Bobbie Lee Cosgrove
GOODLETTSVILLE, Tennessee
Deborah Ann Winkler
GOODLETTSVILLE, Tennessee
Paul Patrick Winkler
GOODLETTSVILLE, Tennessee
05

Office Locations

GOODLETTSVILLE, Tennessee
3 advisors

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Data sourced from SEC Form ADV filings. PAUL WINKLER, INC. (CRD# 119342) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.