Winchester Capital Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313690
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.23%
- HNWI42.12%
- Corporations / Businesses5.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Winchester Capital Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional clients and provides financial planning and portfolio management for individuals, small businesses, and institutions. Its engagement model is mixed-fee: charges based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm reports that it is not a capital allocator and does not characterize itself as an active ESG investor. It is not multi-state registered and does not identify as a pension consultant or related adviser. An accountant affiliation is noted among its industry connections.
Assets & Accounts
Investments & Alternatives
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 Funds77%
- Exchange Traded Equities13%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Amy Winchester
Financial PlannerCRD 3190129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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