Assets Under Management
$510.7M
Number of Clients
816
Number of Advisors
7
Average Client AUM
$626K
AUM per Advisor
$73.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Winch Advisory Services offers investment supervisory services through individual portfolio management and financial planning on a stand-alone basis. They develop investment policies based on client goals and objectives, and provide ongoing monitoring and review. Financial planning covers personal, education, tax, investments, insurance, retirement, death, disability, and estate areas.
424 E. Wisconsin Avenue, Appleton, WI, 54911