Win Advisors is an investment advisor in Palm Beach Gardens with $300.15 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
833084308
SEC advisor number
801-115311
FINRA CRD number
300351
AUM ?
$246.32 mm
(as of 30 Apr 24)
Accounts
2,412
(as of 30 Apr 24)
Employees
4
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22