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WINVEST INVESTMENTS L.P.
WINVEST INVESTMENTS L.P.
MONTROSE, Colorado
·
1 registered advisor
·
CRD# 114358
SEC# 801-67559
970-249-3602
01
Firm Overview
AUM
$36M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at WINVEST INVESTMENTS L.P.
1 registered advisor
Frederick Holland Winston
MONTROSE, Colorado
CRD# 1278756
05
Office Locations
MONTROSE, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. WINVEST INVESTMENTS L.P. (CRD# 114358) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.