Winvest Investments LP

Winvest Investments LP (CRD# 114358) is a financial advisory firm headquartered in Montrose, CO. They manage $47,989,839 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
20349 Pahgre Road, Montrose, CO 81403
https://www.linkedin.com/in/fred-winston-9140546?challengeid=aqg1ywmxib2tjqaaayki-budfkbwtcfmiiaq4cml6gvqnd4oalnwiu___qunfqh_7pc
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $2,285,230
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
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 Winston, financial advisor Montrose CO
Frederick H. Winston
CRD#: 1278756
20349 Pahgre Road, Montrose, CO 81403

Frederick Winston (CRD# 1278756) is an Investment Advisor Representative working at Winvest Investments LP in Montrose, CO and has over 39 years of experience in the finance industry.

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.

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