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Building 2WINANS INVESTMENTS

Map pinLAS VEGAS, NV
Phone800-494-6267
NotebookSEC #801-43327
Total AUM
$305.6M
Employees
4
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 S. RAMPART BLVD.
SUITE 390
LAS VEGAS
NV 89145
United States
Operating Hours
8:00 - 4:00
Monday - Friday
Phone
800-494-6267
Other Offices
1

ReceiptFinancials

Total AUM
$305.6M
Accounts
512
Discretionary
$305.6M
Accounts
512
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
197
AUM
$96.6M
HNW Individual Clients
67
AUM
$187M
Pension/Profit Sharing Plan Clients
6
AUM
$13M
Charitable Organization Clients
6
AUM
$9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING AND RESEARCH SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLANVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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