Be advised. This firm is no longer registered.

Win Wealth Management, Inc.

Win Wealth Management, Inc. (CRD# 127019) is a financial advisory firm headquartered in Denver, CO. They manage $110,416,745 in 426 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $259,194
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Win Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kathryn L. Hanson
CRD#: 4558140
8055 E. Tufts Avenue, Suite 550, Denver, CO 80237
93
Wealthminder
score

Kathryn Hanson (CRD# 4558140) is an Investment Advisor Representative working at Win Wealth Management, Inc. in Denver, CO and has over 16 years of experience in the finance industry.

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