Winklevoss Insurance Agency, LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 39081
- Registered since
- August 1, 1997
- Website
- www.winklevosspartners.com
Firm profile
FINTRXOverview
Winklevoss Insurance Agency, LLC is organized as a limited liability company and has been SEC-registered since 1997. Public records indicate ownership includes both a domestic entity and an individual, but the firm is not classified under a specific adviser category in the available dataset. The profile shows the firm does not operate as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, nor is it described as newly formed. The firm is also not identified as a pension consultant or as a related adviser to another registered entity. The dataset provides limited detail on the firm’s advisory or business activities, so the precise client focus and service offerings are not available from the source material.
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
Contacts
3 of 4
Howard Winklevoss
President and Managing PrincipalCRD 2652707

Michael Vasile
Vice PresidentCRD 4451733

Brian Burke
PrincipalCRD 1024635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 640 W Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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