Win Advisor Group, Inc. (Greenwood Village)

Name: Win Advisor Group, Inc.
Address: 5613 Dtc Parkway, Greenwood Village, CO, 80111
Telephone: 303-221-3157

Win Advisor Group, Inc. is a large advisory firm based in Greenwood Village. It manages $50.81 million of regulatory assets for 297 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Colorado.

Win Advisor Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Win Advisor Group: assets under management

The assets under management (AUM) of Win Advisor Group, Inc. is $50.81 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.04 million in discretionary accounts and $1.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $589.45 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Win Advisor Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where Win Advisor Group, Inc. performs its advisory services is located at 5613 Dtc Parkway, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-221-3157 or by fax 303-221-3159. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.winria.com.

Win Advisor Group, Inc. (Greenwood Village)

Win Advisor Group: assets under management

Fees & Commissions

Based in Greenwood Village

Registered investment advisers similar to Win Advisor Group, Inc.