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PAUL WINKLER, INC.
GOODLETTSVILLE, TN
615-851-1950
SEC #801-128081Total AUM
$1.3B
Employees
22Clients
2,459Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3050 BUSINESS PARK CIRCLE
SUITE 503
GOODLETTSVILLE
TN 37072
United States
SUITE 503
GOODLETTSVILLE
TN 37072
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Monday - Friday
Phone
615-851-1950
Other Offices
10
Financials
Total AUM
$1.3B
Accounts
2,459Discretionary
$0
Accounts
0Non-Discretionary
$1.3B
Accounts
2,459
Clients
Individual Clients
2,052AUM
$561.2M
HNW Individual Clients
367AUM
$686.2M
Charitable Organization Clients
2AUM
$1.3M
Corporation or Business Clients
38AUM
$26.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALARAZCACOCTFLGAILINKYLAMIMOMSNCNENYOHPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.