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Win Advisors, Inc
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Palm Beach Gardens, Florida
$63.7 million AUM
1 office

Win Advisors, Inc is based in Palm Beach Gardens, Florida and has $63.7 million in assets under management.

Location
11440 North Jog Road
Palm Beach Gardens, FL 33418
Contact
$63.7 million
AUM
13
Employees
AUM Share
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$63,683,096
Assets under management
582 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 574 $62,334,901 98% $108,597
Pension and profit sharing plans 2 $543,645 1% $271,822
Charitable organizations 3 $445,033 1% $148,344
Other corporations or businesses 3 $359,517 1% $119,839
Employees Share
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13
Employees
13
Investment analysts
100% of total employees
AUM per employee Share
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$63,683,096
Assets under management
$4,898,700
AUM per employee
$4,898,700
AUM per investment analyst
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Compensation

Win Advisors, Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Win Advisors, Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Consulting services
Firm data Share
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CRD number 300,351
SEC number 801-115311
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date February 25, 2020

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