The PAUL WINKLER is a privately held investment adviser that advises $1.28Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PAUL WINKLER 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 38.09% over the last 3-years.
The Group has been registered with the SEC for 3.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 3050 BUSINESS PARK CIRCLE SUITE 503, GOODLETTSVILLE, TENNESSEE. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 14 investment and 8 non-investment staff. The total number of Employees increased by 83.33% over the last 5-years.
Their $1.28Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $686.22mn or 53.8% of Total Assets and Individuals own $561.2mn or 44% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and 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 fixed fees and management fees.
PAUL WINKLER names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.