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Building 2WINCAP FINANCIAL LLC

Map pinBOSTON, MA
Phone(617) 590-3250
NotebookSEC #801-131123
Total AUM
$223.1M
Employees
7
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 UNION STREET
BOSTON
MA 02108
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(617) 590-3250
Other Offices
6

ReceiptFinancials

Total AUM
$223.1M
Accounts
624
Discretionary
$223.1M
Accounts
624
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
197
AUM
$71.7M
HNW Individual Clients
73
AUM
$150.7M
Corporation or Business Clients
1
AUM
$633K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMAMENCNHNJNYPARITX

HandshakeAffiliates

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

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