| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Richard Rittman | Treasurer | Under 5% | 2018 |
| Denis Stephen Walsh Control | Director And President | Under 5% | 2018 |
| Mary Therese Walsh | Secretary And Chief Compliance Officer | Under 5% | 2018 |
Win Advisors, Inc reports $238.5 million in regulatory assets under management on its Form ADV.
Win Advisors, Inc reports 4 employees.
Win Advisors, Inc is based in Palm Beach Gardens, FL and has been SEC-registered since 2019.
Win Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11440 Jog Road, Palm Beach Gardens, FL 33418 |
| Phone | 561-472-2000 |
| Fax | 561-472-2055 |
| Office hours | 8:30 To 5:30 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1897144 |
| Discloses disciplinary history | No |
| Discretionary | $238.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $238.5M |