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| Happy Holidays!! thanks for using AUM13F!! |
| Winch Advisory Services LLC
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| CRD # | 110194 |
| SEC # | 801-55488 |
| CIK # | 0001580642, 0001585822 |
| AUM | $510.7 M (2025-03-10) |
| Employees | 18 (83% Investors, 0% Brokers) |
| Phone | 920-739-8577 |
| Address | 424 E Wisconsin Avenue Appleton, WI 54911 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001580642 0001585822 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 33.1 | ||
| Apple Inc | 23.2 | ||
| Microsoft Corp | 20.3 | ||
| Amazon Com Inc | 18.1 | ||
| Alphabet Inc | 11.4 | ||
| J P Morgan Chase & Co | 7.0 | ||
| Netflix Inc | 7.0 | ||
| VISA Inc | 6.6 | ||
| Stryker Corp | 5.7 | ||
| Facebook Inc | 5.3 | ||
| Perth MINT Physical Gold ETF | 4.8 | ||
| Salesforce Com Inc | 3.5 | ||
| Marvell Technology Inc | 3.4 | ||
| Costco Wholesale Corp /NEW | 3.2 | ||
| Citigroup Inc | 3.2 | ||
| Global MOFY Metaverse Ltd | 3.0 | ||
| Adobe Systems Inc | 2.3 | ||
| Walt Disney Co | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 692 | 211.1 |
| (b) Individuals (high net worth individuals) | 124 | 289.5 |
| (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 | 10.0 |
| (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 | 2,345 | 510.7 |
| By Discretionary | ||
| Discretionary | 2,345 | 510.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,345 | 510.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 510.7 | |
| Total | 2,345 | 510.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001585822] |
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CO | 0.5 |
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FL | 0.5 |
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KIRR Marbach & Company LLC
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IN | 0.5 |
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Shakespeare Wealth Management LLC
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REAP Financial Group LLC
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TX | 0.5 |
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BARE Financial Services Inc
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PA | 0.5 |
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Adaptive Financial Consulting LLC
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OH | 0.5 |
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Madrona Financial Services LLC
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