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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on April 15, 2017
    • $256.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $99.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

9

name start date
Adam Zachary Winch
September 2007
John Elmer Hintz
March 2015
Christian Peterson
February 2011
Tanya Christine Winch
December 2015
Frederic David Hubley
November 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Winch & Associates, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Christina Vignec Winch Chief Executive Officer/Chief Compliance Officer August, 2004 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees