Alexander Mancini is a registered investment advisor at Win Investing LLC, based in Swarthmore, PA, with 38 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIN INVESTING LLC charges a percentage of the value of your portfolio. The percentage decreases as the value of your portfolio increases.
Fees are paid quarterly in advance.
Location
Swarthmore, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Win Investing LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
Valley National Investments, INC.Broker
First of Philadelphia Investment Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.