WIN Investing LLC
RIASEC Registered
Total AUM
$19M
Discretionary
$19M
100% of AUM
Avg account
$594K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284356
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
WIN Investing LLC is a small, owner-operated registered advisory organized as an LLC that provides portfolio management services to individuals and small businesses. The firm charges fees based on a percentage of assets under management and focuses client work on individual and family relationships rather than institutional mandates. WIN Investing does not market itself as an ESG-focused adviser, does not serve as a capital allocator, and is not set up as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities65%
- State & Local Bonds15%
- US Government Bonds10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Alexander Mancini
OwnerCRD 1712679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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