WIN ADVISORS, INC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 300351). Regulatory assets under management: $266.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Denis Stephen Walsh | DIRECTOR AND PRESIDENT | — |
| Barry Richard Rittman | TREASURER | — |
| Mary Therese Walsh | SECRETARY AND CHIEF COMPLIANCE OFFICER | Palm Beach Gardens, FL |
| WALSH STEPHEN | DIRECTOR AND PRESIDENT | — |
| WALSH MARY THERESE | SECRETARY AND CHIEF COMPLIANCE OFFICER | — |
| RITTMAN BARRY RICHARD | TREASURER | — |