WINNING POINTS ADVISORS, L.L.C.
Boca Raton, Florida
Winning Points Advisors, L.L.C., headquartered in Boca Raton, FL, is a small investment advisory firm with a team of two dedicated professionals who specialize in providing comprehensive investment advisory services. With an average of $47,660,000 in assets under management per investment advisor, the firm's performance aligns with the industry average.
Winning Points Advisors, L.L.C. serves a diverse clientele, boasting a portfolio of over 180 individual clients and managing a substantial $131,705,000 in assets. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expe...
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Assets Under Mgmt
$131.7M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Selection of other advisers
Other Business Activities
Insurance broker or agent
Resources
On the Blog
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