Winch Advisory Services, LLC
● SEC registered since 1998CRD 110194SEC# 801-55488Appleton, WI
Reg. AUM
$580.2M
Employees
18
Accounts
2,323
Location
Appleton, WI
Winch Advisory Services, LLC assets under management
Winch Advisory Services, LLC operates as an SEC-registered investment adviser based in Appleton, WI. The firm has been registered since 1998. It reports $580.2 million in regulatory assets under management and employs 18 people.
Winch Advisory Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Zachary Winch Control | Owner | 25-50% | 2022 |
| Christina Vignec Winch Control | Owner | 25-50% | 2004 |
| Samuel Ronald Winch Control | Owner/Chief Compliance Officer | 25-50% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Winch Advisory Services, LLC manage?
Winch Advisory Services, LLC reports $580.2 million in regulatory assets under management on its Form ADV.
How many employees does Winch Advisory Services, LLC have?
Winch Advisory Services, LLC reports 18 employees.
Where is Winch Advisory Services, LLC located?
Winch Advisory Services, LLC is based in Appleton, WI and has been SEC-registered since 1998.
Does Winch Advisory Services, LLC disclose fund performance?
Winch Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 424 E. Wisconsin Avenue, Appleton, WI 54911 |
| Phone | 920-739-8577 |
| Fax | 920-954-5499 |
| Office hours | M-Th 8:30-5, Friday 8:30-3 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1580642 |
| Discloses disciplinary history | No |
Regulatory AUM
$580.2M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$580.2Mregulatory AUM
Discretionary $580.2M