Winans Investments

Winans Investments (CRD# 107125) is a financial advisory firm headquartered in Novato, CA. They manage $165,914,898 in 455 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $364,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA, CO, LA, NV, NY, TX, WA

Financial Advisors at Winans Investments
Showing 1 - 5 of 5 top financial advisors.
1
Karen L. Blair
CRD#: 6018779
504 Redwood Blvd., Suite 320, Novato, CA 94947
93
Wealthminder
score

Karen Blair (CRD# 6018779) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 6 years of experience in the finance industry.

2
Marc G. Edwards
CRD#: 75861
504 Redwood Blvd., Suite 320, Novato, CA 94947
93
Wealthminder
score

Marc Edwards (CRD# 75861) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 26 years of experience in the finance industry.

3
Justin M. Gularte
CRD#: 5911260
504 Redwood Blvd., Suite 320, Novato, CA 94947
93
Wealthminder
score

Justin Gularte (CRD# 5911260) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 7 years of experience in the finance industry.

4
Kenneth G. Winans
CRD#: 1749366
504 Redwood Blvd., Suite 320, Novato, CA 94947
93
Wealthminder
score

Kenneth Winans (CRD# 1749366) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 27 years of experience in the finance industry.

5
Kathleen A. Cuenco
CRD#: 2157633
504 Redwood Blvd., Suite 320, Novato, CA 94947
90
Wealthminder
score

Kathleen Cuenco (CRD# 2157633) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.