WINCH ADVISORY SERVICES, LLC
Doing business as WINCH FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$580,178,144
Discretionary
$580,178,144
Non-discretionary
$0
Firm details
- CRD number
- 110194
- SEC file number
- 801-55488
- Main office
- APPLETON, WI, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.