The WIN ADVISORS is a privately held investment adviser that advises $9.09Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WIN ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 46.67% over the last 5-years.
The Group has been registered with the SEC for 34.84 years and is comprised of 3 filing and 0 relying advisers. They operate out of 51 office locations with their Headquarters at 11440 NORTH JOG ROAD, PALM BEACH GARDENS, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1,189 employees comprised of 827 investment and 362 non-investment staff. The total number of Employees increased by 0.17% over the last 5-years.
Their $9.09Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 291 other accounts. Assets of Individuals clients own $7.13Bn or 78.45% of Total Assets and High Net Worth Individuals own $1.86Bn or 20.5% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
WIN ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.