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PAUL WINKLER, INC.
CRD 119342 · SEC 801-128081
3050 BUSINESS PARK CIRCLE, SUITE 503, GOODLETTSVILLE, TN, 37072, United States
Phone
615-851-1950
Fax
615-851-4597
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$0
Team
22 total employees; 14 advisory reps; 22 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2052 | $561.2M |
| High net worth individuals | 367 | $686.2M |
| Charitable organizations | 2 | $1.3M |
| Corporations/business entities | 38 | $26.7M |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, KY, LA, MI, MS, NE, NY, NC, OH, PA, SC, TN, UT, VA, WI, MO, WA, TX, CT, FL
All web addresses on file
- https://www.youtube.com/user/paulpwinkler
- https://paulwinkler.podbean.com/
- HTTP://WWW.PAULWINKLER.COM
- https://www.yelp.com/biz/paul-winkler-goodlettsville
- HTTP://TWITTER.COM/PAULWINKLER
- HTTPS://WWW.INSTAGRAM.COM/PAULWINKLERINC/?HL=EN
- HTTP://WWW.FACEBOOK.COM/PAULWINKLERINC
- http://WWW.PAULWINKLER.NET
- https://www.linkedin.com/company/paul-winkler-inc/
Official SEC filing: View on IAPD