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).
Total Assets Under Management8MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$221,172
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Nancy Wolin (CRD# 1991994) is an Investment Advisor Representative working at Wolin Asset Management, LLC in Prescott, AZ and has over 28 years of experience in the finance industry.