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PAUL WINKLER, INC.
PAUL WINKLER, INC.
GOODLETTSVILLE, Tennessee
·
3 registered advisors
·
CRD# 119342
SEC# 801-128081
11
615-851-1950
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 Planning
Investment Management
04
Advisors at PAUL WINKLER, INC.
3 registered advisors
Bobbie Lee Cosgrove
GOODLETTSVILLE, Tennessee
CRD# 4675292
Deborah Ann Winkler
GOODLETTSVILLE, Tennessee
CRD# 6776358
Paul Patrick Winkler
GOODLETTSVILLE, Tennessee
CRD# 1966712
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
.