Winans Investments Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "". Views: 244 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Winans Investments, registered in 1993, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 2 advisors. Winans Investments manages $235.1 million and provides investment advisory services for 272 clients (1:136 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 30
Minimum Investment $400,000
Average Client Balance $864,158
Total AUM $235.1 million
Advisor / Client Ratio 1:136
Headquarters Novato, CA
SEC Filings View SEC IAPD CRD #107125
State(s) Registered CA, CO, LA, NV, NY, TX, WA

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*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.