WIN Investing LLC
RIAState Registered
Total AUM
$19M
Discretionary
$19M
100% of AUM
Avg account
$594K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284356
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
WIN Investing LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management primarily for individual and family clients and small businesses, charging a percentage-of-AUM fee. It does not position itself as an ESG-focused manager, does not serve as a pension consultant, and is not identified as a multi-state or related adviser. The firm does not act as a capital allocator to outside managers in its primary classification.
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
- Exchange Traded Equities65%
- State & Local Bonds15%
- US Government Bonds10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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