Winklevoss Insurance Agency, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
39081
Registered since
August 1, 1997

Firm profile

FINTRX

Overview

Winklevoss Insurance Agency, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 1997. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. FINTRX flags indicate the firm is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not function as a pension consultant or related adviser. There is no additional detail in the record about advisory activities, fee models, or the types of clients served.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Howard Winklevoss

    Howard Winklevoss

    President and Managing PrincipalCRD 2652707

  • Michael Vasile

    Michael Vasile

    Vice PresidentCRD 4451733

  • Brian Burke

    Brian Burke

    PrincipalCRD 1024635

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth