WIN ADVISORS, INC
Firm details
- Headquarters
- PALM BEACH GARDENS, Florida
- CRD number
- 300351
- Registered since
- May 24, 2019
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals89.75%
- HNWI7.27%
- Pension & Profit Sharing Plans1.66%
- Corporations / Businesses1.02%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
WIN Advisors, Inc is a SEC-registered advisory corporation that began registration in 2019 and serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a mix of planning and discretionary portfolio services: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and the selection of other advisers. Fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. WIN Advisors reports itself as an active ESG investor and lists affiliations with a broker-dealer, another investment adviser, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Denis Walsh
President, CEOCRD 1124278
Barry Rittman
SVP, Chief Financial OfficerCRD 1997994
Contacts
3 of 3DAVID HOMARD
President and FounderCRD 2355385
BRIAN MCCLESKEY
Senior Portfolio ManagerCRD 4638333
Mary Walsh
Executive Vice PresidentCRD 2829444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$236M in ETFs
71%
$168M
29%
$68.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO LARGE CAP GROWTH ETF (PWB) | Invesco | Passive | Large Growth | $16M | 126,940 | 6.76% |
Location
PALM BEACH GARDENS, FL
PALM BEACH
Location
PALM BEACH GARDENS, FL
Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 11440 N Jog Rd
- Time zone
- ET (UTC-5)
- Office locations
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