Assets Under Management
$330.1M
Number of Clients
267
Number of Advisors
4
Average Client AUM
$1.2M
AUM per Advisor
$82.5M
Compensation
Fee-Only (AUM)
Winans Investments provides discretionary and non-discretionary portfolio management services tailored to clients' needs. They also offer consulting services with investment analysis, written reports, and quarterly performance reviews. The firm primarily advises on stocks, bonds, real estate, mutual funds, ETFs, and derivatives.
410 S. Rampart Blvd., Suite 390, Las Vegas, NV, 89145