Be advised. This firm is no longer registered.

Winterset Investments, LLC

Winterset Investments, LLC (CRD# 164789) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $58,000,000 in 625 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
633 Washington Road, Suite A, Pittsburgh, PA 15228
http://www.wintersetinv.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $92,800
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IL, MI, OR, PA, VA, WA, WI

Financial Advisors at Winterset Investments, LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals