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Building 2WINCAP FINANCIAL LLC

Map pin
Phone(617) 590-3250
NotebookSEC #801-122249
Total AUM
$37.6M
Employees
1
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(617) 590-3250

ReceiptFinancials

Total AUM
$37.6M
Accounts
109
Discretionary
$37.6M
Accounts
109
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$37.6M
HNW Individual Clients
40
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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