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WIN ADVISORS, INC
CRD 300351 · SEC 801-115311
11440 JOG ROAD, PALM BEACH GARDENS, FL, 33418, United States
Phone
561-472-2000
Fax
561-472-2055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$266.8M
Discretionary AUM
$266.8M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1893 | $239.5M |
| High net worth individuals | 12 | $19.4M |
| Pension/profit sharing plans | 23 | $4.4M |
| Charitable organizations | 6 | $789K |
| Corporations/business entities | 7 | $2.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
Official SEC filing: View on IAPD