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Building 2WINCH FINANCIAL

Map pinAPPLETON, WI
Phone920-739-8577
NotebookSEC #801-55488
Total AUM
$580.2M
Employees
18
Clients
853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
424 E. WISCONSIN AVENUE
APPLETON
WI 54911
United States
Operating Hours
M-TH 8:30-5, FRIDAY 8:30-3
M-TH 8:30-5, FRIDAY 8:30-3
Phone
920-739-8577
Other Offices
1

ReceiptFinancials

Total AUM
$580.2M
Accounts
2,323
Discretionary
$580.2M
Accounts
2,323
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
704
AUM
$201.5M
HNW Individual Clients
147
AUM
$364.9M
Pension/Profit Sharing Plan Clients
1
AUM
$13.8M
Charitable Organization Clients
1
AUM
$49.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMNNETXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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