Winkler Financial Planning, LLC
Winkler Financial Planning, LLC (CRD# 142412) is a financial advisory firm headquartered in Peachtree Corners, GA. They manage $39,908,472 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management40MILLION
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Total Number of Accounts86ACCOUNTS
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Average Account Value$464,052
Compensation Options
- 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.
GA
Financial Advisors at Winkler Financial Planning, LLC
No Advisor Found.
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