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| Winter & Associates Inc
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|---|---|
| CRD # | 310349 |
| SEC # | 801-123146 |
| CIK # | 0002109063 |
| AUM | 179.7 M (2026-06-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 651-414-5000 |
| Address | 964 Grand Avenue St Paul, MN 55105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.5 | ||
| Nvidia Corp | 3.5 | ||
| United States Commodity Index Funds Trust | 1.9 | ||
| Tesla Motors Inc | 1.8 | ||
| 3M Co | 1.3 | ||
| Amazon Com Inc | 1.1 | ||
| Alphabet Inc | 0.7 | ||
| Lam Research Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 55.8 |
| (b) Individuals (high net worth individuals) | 42 | 111.2 |
| (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 | 12.7 |
| (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 | 565 | 179.7 |
| By Discretionary | ||
| Discretionary | 552 | 166.8 |
| Non-Discretionary | 13 | 12.9 |
| Total | 565 | 179.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.7 | |
| Total | 565 | 179.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109063] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Stirlingshire RIA LLC
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|
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|
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|
Rare Wolf Capital LLC
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|
Allaria Asset Management LLC
✚
|
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|
Beers Kight Financial Advisors LLC
✚
|
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