WINCH ADVISORY SERVICES, LLC

WINCH FINANCIAL
APPLETON, Wisconsin·4 registered advisors·CRD# 110194
SEC# 801-554881920-739-8577
01

Firm Overview

AUM
$420M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WINCH ADVISORY SERVICES, LLC

4 registered advisors
Adam Zachary Winch
APPLETON, Wisconsin
Christina Vignec Winch
APPLETON, Wisconsin
Samuel Ronald Winch
APPLETON, Wisconsin
Tanya Christine Winch
APPLETON, Wisconsin
05

Office Locations

APPLETON, Wisconsin
4 advisors

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Data sourced from SEC Form ADV filings. WINCH ADVISORY SERVICES, LLC (CRD# 110194) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.