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WINNING POINTS ADVISORS, L.L.C.
CRD 118077 · SEC 801-78654
127 NW 13TH STREET, SUITE 13, BOCA RATON, FL, 33432, United States
Phone
561-367-9111
Fax
561-948-1424
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.1M
Discretionary AUM
$173.1M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $22.3M |
| High net worth individuals | 25 | $126.6M |
| Investment companies | 1 | $24.2M |
States served
CA, NC, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD