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Building 2WINTER & ASSOCIATES, INC.

Map pinST. PAUL, MN
Phone(651) 414-5000
NotebookSEC #801-123146
Total AUM
$179.7M
Employees
5
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
964 GRAND AVENUE
ST. PAUL
MN 55105
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Phone
(651) 414-5000

ReceiptFinancials

Total AUM
$179.7M
Accounts
565
Discretionary
$166.8M
Accounts
552
Non-Discretionary
$12.9M
Accounts
13

ContactClients

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Individual Clients
161
AUM
$55.8M
HNW Individual Clients
42
AUM
$111.2M
Pension/Profit Sharing Plan Clients
5
AUM
$12.7M

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
CAMAMNNENYTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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