Winston Investment Management, Inc.

Winston Investment Management, Inc. (CRD# 108264) is a financial advisory firm headquartered in Milford, OH. They manage $159,158,800 in 189 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $842,110
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, KY, LA, OH

Financial Advisors at Winston Investment Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Christopher J. Donabedian
CRD#: 2510720
200 Technecenter Dr. Suite 200, Milford, OH 45150
96
Wealthminder
score

Christopher Donabedian (CRD# 2510720) is an Investment Advisor Representative working at Winston Investment Management, Inc. in Milford, OH and has over 22 years of experience in the finance industry.

2
James M. Tarkington
CRD#: 2487275
200 Technecenter Dr, Suite 200, Milford, OH 45150
96
Wealthminder
score

James Tarkington (CRD# 2487275) is an Investment Advisor Representative working at Winston Investment Management, Inc. in Milford, OH and has over 23 years of experience in the finance industry.

3
Charles A. Donabedian
CRD#: 69792
200 Technecenter Dr. Suite 200, Milford, OH 45150
93
Wealthminder
score

Charles Donabedian (CRD# 69792) is an Investment Advisor Representative working at Winston Investment Management, Inc. in Milford, OH and has over 31 years of experience in the finance industry.

4
Jack Ruppert
CRD#: 6136420
200 Technecenter Dr, Suite 200, Milford, OH 45150
90
Wealthminder
score

Jack Ruppert (CRD# 6136420) is an Investment Advisor Representative working at Winston Investment Management, Inc. in Milford, OH and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.