|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Winans International
✚
|
|
|---|---|
| CRD # | 107125 |
| SEC # | 801-43327 |
| CIK # | 0000173097 |
| AUM | $330.1 M (2025-02-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 800-494-6267 |
| Address | 410 S Rampart Blvd Las Vegas, NV 89145 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 129.0 |
| (b) Individuals (high net worth individuals) | 72 | 184.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 10.9 |
| (h) Charitable organizations | 7 | 6.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 330.1 |
| By Discretionary | ||
| Discretionary | 500 | 330.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 500 | 330.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.1 | |
| Total | 500 | 330.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arlen Capital LLC
✚
|
RI | 0.3 |
|
Wealthcare Capital Partners LLC
✚
|
PA | 0.3 |
|
Regimen Wealth LLC
✚
|
GA | 0.3 |
|
MN Wealth Advisors LLC
✚
|
KS | 0.3 |
|
Reichard Capital LLC
✚
|
NC | 0.3 |
|
Teton Advisors LLC
✚
|
CT | 0.3 |
|
Ballina Capital LLC
✚
|
0.3 | |
|
HFM Investment Advisors LLC
✚
|
NJ | 0.3 |
|
Cannon Capital Management Inc
✚
|
UT | 0.3 |
|
Family Capital Management Inc
✚
|
MI | 0.3 |