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Building 2WINFORD WEALTH, LLC

Map pin
Phone818-324-8118
NotebookSEC #801-132838
Total AUM
$5.1K
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10:00 AM TO 6:00 PM
Monday - Friday
Phone
818-324-8118

ReceiptFinancials

Total AUM
$5.1K
Accounts
2
Discretionary
$5.1K
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$5.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILLAMAMDMINCNJNYPATXWA

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

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