Van Winkle Wealth Management Group LLC

Assets Under Management

$102.3M

Number of Clients

369

Number of Advisors

1

Average Client AUM

$277K

AUM per Advisor

$102.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Van Winkle Wealth Management Group offers asset management with ongoing supervision, financial planning covering various topics, and referral services to third-party money managers. They also manage variable sub-accounts. Services are tailored to individual needs and objectives.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location

263 Deo Drive, Newark, OH, 43055

1 Advisors at this firm