Winch Advisory Services LLC

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CAFR Data
Winch Advisory Services LLC
CRD #110194
SEC #801-55488
CIK #1580642, 1585822
AUM $303.6 MM (100% Disc, 100% US, 2020-02-19)
Employees21 (95% Investors, 0% Brokers)
Phone920-739-8577
Address424 E Wisconsin Avenue
Appleton, WI 54911
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
3052441831226101999200620132021
Sector Issuer Cap ($MM) Value ($MM)
BIL 22.3
SPSB 19.4
AMZN 1,207,970.0 11.2
AAPL 1,372,810.0 9.2
SPYV 7.7
SPTM 7.6
FLOT 5.9
GOOG 967,290.0 5.7
NEAR 5.7
MSFT 1,376,930.0 5.0
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
Comparable Firms State AUM ($BB)
Prosper Advisors LLC
NY 0.3
Pax Financial Group LLC
TX 0.3
Northwest Quadrant LLC
OR 0.3
Gerber LLC
OH 0.3
Purus Wealth Management LLC
CA 0.3
DARA Capital US Inc
NY 0.3
Cascade Investment Group Inc
CO 0.3
VPWM Advisors LLC
MN 0.3
Optifour Integrated Wealth Management LLC
VA 0.3
Fiduciary Investment Trusts LLC
KS 0.3
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