| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Zachary Winch Control | Owner | 25-50% | 2022 |
| Christina Vignec Winch Control | Owner | 25-50% | 2004 |
| Samuel Ronald Winch Control | Owner/Chief Compliance Officer | 25-50% | 2022 |
Winch Advisory Services, LLC reports $510.7 million in regulatory assets under management on its Form ADV.
Winch Advisory Services, LLC reports 18 employees.
Winch Advisory Services, LLC is based in Appleton, WI and has been SEC-registered since 1998.
Winch Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 424 E. Wisconsin Avenue, Appleton, WI 54911 |
| Phone | 920-739-8577 |
| Fax | 920-954-5499 |
| Office hours | M-Th 8:30-5, Friday 8:30-3 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1580642 |
| Discloses disciplinary history | No |
| Discretionary | $510.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $510.7M |