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WINANS INVESTMENTS
WINANS INTERNATIONAL
CRD 107125 · SEC 801-43327
410 S. RAMPART BLVD., SUITE 390, LAS VEGAS, NV, 89145, United States
Phone
800-494-6267
Fax
415-883-1646
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.6M
Discretionary AUM
$305.6M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)ADVISORY CONSULTING AND RESEARCH SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $96.6M |
| High net worth individuals | 67 | $187.0M |
| Pension/profit sharing plans | 6 | $13.0M |
| Charitable organizations | 6 | $9.0M |
States served
CA, CO, LA, NV, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD