Wincap Financial LLC

Wincap Financial LLC (CRD# 315798) is a financial advisory firm headquartered in , . They manage $72,039,053 in 224 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://wincapfinancial.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NC, NH, TX

Financial Advisors at Wincap Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Collins, financial advisor Winchester MA
Michael P. Collins
CRD#: 6720146
Winchester, MA

Michael Collins (CRD# 6720146) is an Investment Advisor Representative working at Wincap Financial LLC in Winchester, MA and has over 7 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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