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Building 2WINTERS FINANCIAL GROUP, INC.

Map pinWESTLAKE VILLAGE, CA
Phone805-497-1717
NotebookSEC #801-121556
Total AUM
$252.3M
Employees
3
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2659 TOWNSGATE RD.
#213
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
805-497-1717
Other Offices
2

ReceiptFinancials

Total AUM
$252.3M
Accounts
634
Discretionary
$0
Accounts
0
Non-Discretionary
$252.3M
Accounts
634

ContactClients

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Individual Clients
173
AUM
$49.8M
HNW Individual Clients
71
AUM
$184.8M
Pension/Profit Sharing Plan Clients
29
AUM
$17.7M
Corporation or Business Clients
1
AUM
$54.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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