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).

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
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.

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

Financial Advisors at Winterset Investments, LLC
No Advisor Found.
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