Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391923903
SEC advisor number
801-55488
FINRA CRD number
110194
AUM ?
$290.86 mm
(as of 28 Feb 19)
Accounts
2,839
(as of 28 Feb 19)
Employees
21
(20 investment advisory or research)
Address
Winch Advisory Services
424 E WISCONSIN AVENUE
APPLETON
WI 54911
424 E WISCONSIN AVENUE
APPLETON
WI 54911
Phone
920-739-8577
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21