Van Winkle Wealth Management Group LLC
Van Winkle Wealth Management Group LLC (CRD# 134813) is a financial advisory firm headquartered in Newark, OH. They manage $75,175,215 in 592 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Van Winkle Wealth Management Group LLC
By the Numbers
-
Total Assets Under Management75MILLION
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Total Number of Accounts592ACCOUNTS
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Average Account Value$126,985
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Van Winkle Wealth Management Group LLC
1
Brian Vanwinkle (CRD# 2316075) is an Investment Advisor Representative working at Van Winkle Wealth Management Group LLC in Newark, OH and has over 31 years of experience in the finance industry.
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