Adviser Profile
| As of Date | 09/15/2024 |
| Registration status | Registration Changed to WINCAP FINANCIAL LLC |
| ADV Location | BOSTON, MA, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 124,167,090 72% |
| of that, discretionary | 124,167,090 72% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,356 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
Reported AUM
1
1
1
1
Private Funds
No private funds