Paul Winkler, Inc.
● SEC registered since 2023CRD 119342SEC# 801-128081Goodlettsville, TN
Reg. AUM
$1.28B
Employees
22
Accounts
2,459
Location
Goodlettsville, TN
Paul Winkler, Inc. assets under management
Paul Winkler, Inc. operates as an SEC-registered investment adviser based in Goodlettsville, TN. The firm has been registered since 2023. It reports $1.3 billion in regulatory assets under management and employs 22 people.
Paul Winkler, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Ann Winkler Control | Director/ Secretary | Under 5% | 2012 |
| Leila Mehrizi Shaver | Chief Compliance Officer | Under 5% | 2024 |
| Paul Patrick Winkler Control | President | Over 75% | 2000 |
Frequently asked questions
How much does Paul Winkler, Inc. manage?
Paul Winkler, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Paul Winkler, Inc. have?
Paul Winkler, Inc. reports 22 employees.
Where is Paul Winkler, Inc. located?
Paul Winkler, Inc. is based in Goodlettsville, TN and has been SEC-registered since 2023.
Does Paul Winkler, Inc. disclose fund performance?
Paul Winkler, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3050 Business Park Circle, Suite 503, Goodlettsville, TN 37072 |
| Phone | 615-851-1950 |
| Fax | 615-851-4597 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.28B▲ 349%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $0Non-discretionary $1.28B