Winten Investment Partners, LLC

Winten Investment Partners, LLC (CRD# 159339) is a financial advisory firm headquartered in , . They manage $10,000,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $83,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

NE, TX

Financial Advisors at Winten Investment Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Corey B. Winten
CRD#: 4279395
Krugerville, TX
93
Wealthminder
score

Corey Winten (CRD# 4279395) is an Investment Advisor Representative working at Winten Investment Partners, LLC in Krugerville, TX and has over 16 years of experience in the finance industry.

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