Winklevoss Insurance Agency, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
39081
Registered since
August 1, 1997

Firm profile

FINTRX

Overview

Winklevoss Insurance Agency, LLC is organized as a limited liability company and identified as a domestic entity with individual ownership. The firm's classification is listed as unclassified. In the snapshot data the firm is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. It is also not designated as a pension consultant or as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Joseph Gilbert

    Marketing DirectorCRD 835514

  • Brian Burke

    Brian Burke

    PrincipalCRD 1024635

  • Howard Winklevoss

    Howard Winklevoss

    President and Managing PrincipalCRD 2652707

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
640 W Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth