PAUL WINKLER, INC.

RIASEC RegisteredEst. 2023

Total AUM

$1.3B

Discretionary

0% of AUM

Avg account

$519K

Accounts

2,459

Employees

Advisory reps

Firm details

Headquarters: GOODLETTSVILLE, Tennessee
CRD number: 119342
Registered since: June 1, 2023
Website: www.paulwinkler.com
Custodians: CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.8%
Individuals44%
Corporations / Businesses2.09%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paul Winkler, Inc. is an independent, SEC-registered RIA organized as a corporation and owned by an individual. The firm positions itself as both a wealth manager for individuals and families and as a manager for institutional clients, and it acts as a capital allocator to third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Compensation is a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm also conducts other financial product sales activities. Paul Winkler, Inc. does not identify as an active ESG investor and reports its advisory activity as single-state rather than multi-state.