Winning Points Advisors, L.L.C.

RIASEC RegisteredEst. 2013

Total AUM

$173M

Discretionary

$173M

100% of AUM

Avg account

$531K

Accounts

326

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 118077
Registered since: October 4, 2013
Website: thewinningpoints.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI73.12%
Investment Companies13.97%
Individuals12.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Winning Points Advisors, L.L.C. is an independent, SEC-registered registered investment adviser formed as an LLC in 2013. The firm functions as a capital allocator and advisor to both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for investment companies, and the selection of outside advisers. The firm also conducts insurance brokerage activities and offers multiple fee arrangements—percentage of AUM, hourly, fixed fees and other structures. Winning Points does not self-identify as an active ESG investor and is not designated as a multistate adviser.