Win Wealth Management, Inc. is a large advisory firm based in Denver. It manages $119.57 million of regulatory assets for 648 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Colorado.
Win Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Win Wealth Management, Inc. is $119.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 135% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Win Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Win Wealth Management, Inc. performs its advisory services is located at 8055 E. Tufts Avenue, Denver, CO 80237, 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 winwealthmanagement.com.