Winans Investments

Winans Investments (CRD# 107125) is a financial advisory firm headquartered in Novato, CA. They manage $258,187,586 in 503 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
504 Redwood Blvd., Suite 210, Novato, CA 94947
https://www.linkedin.com/company/winans-investments/
By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $513,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
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
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 - 2 of 2 top financial advisors.
1
Kenneth Winans, financial advisor Novato CA
Kenneth G. Winans
CRD#: 1749366
504 Redwood Blvd., Suite 210, Novato, CA 94947

Kenneth Winans (CRD# 1749366) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 33 years of experience in the finance industry.

2
Stephanie Larson, financial advisor Novato CA
Stephanie I. Larson
CRD#: 5044167
504 Redwood Blvd., Suite 210, Novato, CA 94947

Stephanie Larson (CRD# 5044167) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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