Winklevoss Insurance Agency, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 39081
- Registered since
- August 1, 1997
- Website
- www.winklevosspartners.com
Firm profile
FINTRXOverview
Winklevoss Insurance Agency, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 1997. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. FINTRX flags indicate the firm is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not function as a pension consultant or related adviser. There is no additional detail in the record about advisory activities, fee models, or the types of clients served.
Assets & Accounts
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
Contacts
3 of 4
Howard Winklevoss
President and Managing PrincipalCRD 2652707

Michael Vasile
Vice PresidentCRD 4451733

Brian Burke
PrincipalCRD 1024635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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