WIN Investing LLC

Overview

WIN Investing LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management primarily for individual and family clients and small businesses, charging a percentage-of-AUM fee. It does not position itself as an ESG-focused manager, does not serve as a pension consultant, and is not identified as a multi-state or related adviser. The firm does not act as a capital allocator to outside managers in its primary classification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices