Winans International is a large advisory firm based in Novato. It manages $198.49 million of regulatory assets for 498 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Louisiana, and 4 other states.
Winans International provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and advisory consulting and research services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Winans International is $198.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 109% since the beginning of its operation, and $177.31 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Winans International for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Kenneth Grant Winans is high net worth individuals with 49 clients and $149.33 million of assets under management. Among the 10 most similar advisory firms, Winans International has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $198.49 million for 311 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Winans International doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kenneth Grant Winans has been acting as President since 1 Sep 1992. Donald Max Wreyford joined the executive team most recently as the Shareholder.
The principal office where Winans International performs its advisory services is located at 504 Redwood Blvd., Novato, CA 94947, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-506-3070 or by fax 415-883-1646. The normal business hours are 8:00 - 4:00 on Monday - Friday. You can find more information about the New York firm at winansinvestments.com and its LinkedIn profile.