Winship Wealth Partners
Winship Wealth Partners (CRD# 127409) is a financial advisory firm headquartered in Ross, CA. They manage $46,815,243 in 142 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management47MILLION
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Total Number of Accounts142ACCOUNTS
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Average Account Value$329,685
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Winship Wealth Partners
1
Craig Slayen (CRD# 2982946) is an Investment Advisor Representative working at Winship Wealth Partners in Ross, CA and has over 25 years of experience in the finance industry.
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