Adviser Profile
| As of Date | 06/20/2022 |
| Registration status | Registration Changed to WINCAP FINANCIAL LLC |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 37,600,000 |
| of that, discretionary | 37,600,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 344,954 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
38M
32M
27M
21M
16M
11M
5M
2021
2022
Private Funds
No private funds