WIN Advisors, Inc
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 300351
- Registered since
- May 24, 2019
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals89.75%
- HNWI7.27%
- Pension & Profit Sharing Plans1.66%
- Corporations / Businesses1.02%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
WIN Advisors, Inc. is an independent registered investment adviser formed in 2019 that serves both individual and institutional clients. The firm acts as a capital allocator and provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. WIN Advisors identifies as an active ESG investor and maintains affiliations across the financial services industry, including relationships with a broker-dealer, another investment adviser, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Denis Walsh
President, CEOCRD 1124278
Barry Rittman
SVP, Chief Financial OfficerCRD 1997994
Contacts
3 of 3
David Homard
President and FounderCRD 2355385
Brian Mccleskey
Senior Portfolio ManagerCRD 4638333
Mary Walsh
Executive Vice PresidentCRD 2829444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$229M in ETFs
86%
$198M
9%
$31.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO LARGE CAP GROWTH ETF (PWB) | Invesco | Passive | Large Growth | $20.3M | 120,372 | 8.84% |
Location
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 11440 N Jog Rd
- Time zone
- ET (UTC-5)
- Office locations
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