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Insights

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

Holdings

ETF Holdings

Name Assets
iShares 1-3 Year Treasury Bond ETF $5,036,000
Technology Select Sector SPDR Fund $3,177,000
Consumer Discretionary Select Sector SPDR Fund $3,050,000
ProShares UltraShort S&P500 $1,327,000
ProShares UltraPro Short S&P500 $298,000
iShares Core S&P 500 ETF $80,000
RiverFront Strategic Income Fund $50,000
WisdomTree Europe Hedged Equity Fund $49,000
PowerShares Buyback Achievers Portfolio $35,000
iShares MSCI Japan ETF $32,000
iShares Core US Aggregate Bond ETF $32,000
iShares India 50 ETF $25,000
iShares MSCI ACWI ETF $22,000
Vanguard Health Care Index Fund $22,000
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $19,000
PowerShares Europe Currency Hedged Low Volatility Portfolio $18,000
SPDR Morgan Stanley Technology ETF $18,000
Health Care Select Sector SPDR Fund $18,000
Consumer Staples Select Sector SPDR Fund $17,000
VanEck Vectors Oil Services ETF $16,000
PowerShares KBW Bank Portfolio $15,000
PowerShares S&P 500 High Dividend Low Volatility Portfolio $14,000
WisdomTree LargeCap Dividend Fund $14,000
Guggenheim BulletShares 2018 Corporate Bond ETF $13,000
Guggenheim BulletShares 2017 Corporate Bond ETF $13,000
Guggenheim BulletShares 2016 Corporate Bond ETF $13,000
PowerShares Preferred Portfolio $10,000
SPDR Bloomberg Barclays Short Term Corporate Bond ETF $9,000
PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio $9,000
Guggenheim S&P 500 Equal Weight Technology ETF $8,000
WisdomTree Japan Hedged Equity Fund $7,000
SPDR S&P 500 ETF Trust $7,000
Alps Sector Dividend Dogs ETF $5,000
PowerShares Aerospace & Defense Portfolio $4,000
iShares 1-3 Year Credit Bond ETF $4,000
WisdomTree Japan SmallCap Dividend Fund $4,000
iShares US Home Construction ETF $4,000
Powershares S&P 500 Low Volatility Portfolio $3,000
Materials Select Sector SPDR Fund $3,000
iShares Nasdaq Biotechnology ETF $3,000
iShares Silver Trust $2,000
iShares Gold Trust $2,000

    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