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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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