Winvest Investments LP

Winvest Investments LP (CRD# 114358) is a financial advisory firm headquartered in Montrose, CO. They manage $46,248,605 in 26 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $1,778,793
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CO, TX

Financial Advisors at Winvest Investments LP
Showing 1 - 1 of 1 top financial advisors.
1
Frederick H. Winston
CRD#: 1278756
20349 Pahgre Road, Montrose, CO 81403
93
Wealthminder
score

Frederick Winston (CRD# 1278756) is an Investment Advisor Representative working at Winvest Investments LP in Montrose, CO and has over 32 years of experience in the finance industry.

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