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Building 2VAN WINKLE WEALTH MANAGEMENT GROUP LLC

Map pinNEWARK, OH
Phone740-366-1110
NotebookSEC #801-136331
Total AUM
$120.8M
Employees
1
Clients
393

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
263 DEO DRIVE
NEWARK
OH 43055
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
740-366-1110

ReceiptFinancials

Total AUM
$120.8M
Accounts
792
Discretionary
$120.8M
Accounts
792
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
381
AUM
$92.7M
HNW Individual Clients
11
AUM
$27.3M
Pension/Profit Sharing Plan Clients
1
AUM
$747.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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