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| Happy Holidays!! thanks for using AUM13F!! |
| Winter & Associates Inc
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|---|---|
| CRD # | 310349 |
| SEC # | 801-123146 |
| CIK # | |
| AUM | $147.5 M (2025-04-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 651-414-5000 |
| Address | 964 Grand Avenue St Paul, MN 55105 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 51.8 |
| (b) Individuals (high net worth individuals) | 35 | 86.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 147.5 |
| By Discretionary | ||
| Discretionary | 512 | 137.7 |
| Non-Discretionary | 16 | 9.7 |
| Total | 528 | 147.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.5 | |
| Total | 528 | 147.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keenan LLC
✚
|
MA | 0.1 |
|
Brooktree Capital Management Inc
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|
MI | 0.1 |
|
Insight Securities Inc
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IL | 0.1 |
|
Davidson Wealth Management LLC
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NJ | 0.1 |
|
Vega Capital Group LLC
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|
0.1 | |
|
Renaissance Holdings LLC
✚
|
MS | 0.1 |
|
del Mar Wealth Management Inc
✚
|
CA | 0.1 |
|
GTS Financial LLC
✚
|
MN | 0.1 |
|
Voyage Wealth Management LLC
✚
|
0.1 | |
|
TLC Group Investment Advisors LLC
✚
|
PA | 0.1 |