| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Ann Winkler Control | Director/ Secretary | Under 5% | 2012 |
| Leila Mehrizi Shaver | Chief Compliance Officer | Under 5% | 2024 |
| Paul Patrick Winkler Control | President | Over 75% | 2000 |
Paul Winkler, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
Paul Winkler, Inc. reports 22 employees.
Paul Winkler, Inc. is based in Goodlettsville, TN and has been SEC-registered since 2023.
Paul Winkler, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3050 Business Park Circle, Suite 503, Goodlettsville, TN 37072 |
| Phone | 615-851-1950 |
| Fax | 615-851-4597 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $1.17B |
| Total (RAUM) | $1.17B |