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 is SEC-registered with an initial registration year listed as 1997. Ownership is recorded as a mix of a domestic entity and an individual. The firm's regulatory classification is listed as unclassified. The firm is not identified as a capital allocator and is noted as not being active in ESG investing. It is also not registered or described as a multi-state adviser, and it is not indicated to provide pension consulting or to act as a related adviser.
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 4HOWARD 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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