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Building 2WINNING POINTS ADVISORS, L.L.C.

Map pinBOCA RATON, FL
Phone561-367-9111
NotebookSEC #801-78654
Total AUM
$173.1M
Employees
2
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
127 NW 13TH STREET
SUITE 13
BOCA RATON
FL 33432
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
561-367-9111

ReceiptFinancials

Total AUM
$173.1M
Accounts
326
Discretionary
$173.1M
Accounts
326
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
183
AUM
$22.3M
HNW Individual Clients
25
AUM
$126.6M
Investment Company Clients
1
AUM
$24.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY FEES

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
CAFLNCOHSCTX

HandshakeAffiliates

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

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