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Building 2WINTER S A & ASSOCIATES INC

Map pinLA JOLLA, CA
Phone858-551-0212
NotebookSEC #801-5021
Total AUM
$96.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7911 HERSCHEL AVENUE, STE 202
LA JOLLA
CA 92037
USA
Operating Hours
8:30AM-4PM
Monday - Friday
Phone
858-551-0212

ReceiptFinancials

Total AUM
$96.5M
Accounts
14
Discretionary
$36.5M
Accounts
4
Non-Discretionary
$60.1M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIL

HandshakeAffiliates

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

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