WINTERS FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$252,299,559
Discretionary
$0
Non-discretionary
$252,299,559
Firm details
- CRD number
- 309549
- SEC file number
- 801-121556
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- http://www.wintersfg.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.