Wolin Asset Management, LLC

Wolin Asset Management, LLC (CRD# 153332) is a financial advisory firm headquartered in Prescott, AZ. They manage $7,962,188 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $221,172
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

AZ

Financial Advisors at Wolin Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nancy S. Wolin
CRD#: 1991994
300 E. Willis St Suite D, Prescott, AZ 86301
93
Wealthminder
score

Nancy Wolin (CRD# 1991994) is an Investment Advisor Representative working at Wolin Asset Management, LLC in Prescott, AZ and has over 27 years of experience in the finance industry.

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