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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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