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| Winch Advisory Services LLC
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|---|---|
| CRD # | 110194 |
| SEC # | 801-55488 |
| CIK # | 0001580642, 0001585822 |
| AUM | 580.2 M (2026-03-04) |
| Employees | 18 (94% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 920-739-8577 |
| Address | 424 E Wisconsin Avenue Appleton, WI 54911 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.5 | ||
| Apple Inc | 27.2 | ||
| Alphabet Inc | 17.4 | ||
| Amazon Com Inc | 16.9 | ||
| Microsoft Corp | 14.9 | ||
| J P Morgan Chase & Co | 7.0 | ||
| Perth MINT Physical Gold ETF | 6.7 | ||
| Visa Inc | 5.5 | ||
| Netflix Inc | 5.2 | ||
| Oracle Corp | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 704 | 201.5 |
| (b) Individuals (high net worth individuals) | 147 | 364.9 |
| (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 | 0 | 13.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2,323 | 580.2 |
| By Discretionary | ||
| Discretionary | 2,323 | 580.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,323 | 580.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 580.2 | |
| Total | 2,323 | 580.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001585822] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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