Wintrice Money Advisors, LLC

Wintrice Money Advisors, LLC (CRD# 151272) is a financial advisory firm headquartered in Jacksonville, FL. They manage $2,501,201 in 21 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $119,105
Compensation Options
  • A percentage of assets under your management
  • 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
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, GA, NJ, NY

Financial Advisors at Wintrice Money Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Godwin C. Okolie
CRD#: 1920574
6015 Chester Circle, Suite 211, Jacksonville, FL 32217
81
Wealthminder
score

Godwin Okolie (CRD# 1920574) is an Investment Advisor Representative working at Wintrice Money Advisors, LLC in Jacksonville, FL and has over 19 years of experience in the finance industry.

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