TW
TW

Tanya Christine Winch

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
816 clients
Average Client Portfolio
$626K average
Assets Under Management
$510.7M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tanya owns Tanya Winch Music, where she works as a musician. She dedicates about 10-20% of her time to this business.

Employment History
Current Registrations
Winch Financial
December 2015 - Present · 10 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.