WINTERS FINANCIAL GROUP, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 309549). Regulatory assets under management: $252.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Richard Kevin Winters | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| Janice Elizabeth Winters | OWNER | — |
| WINTERS RICHARD KEVIN | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| Winters Janice Elizabeth | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 2 | 805-497-1717 |
| — | — | 2 | 805-497-1717 |
| — | — | 1 | 805-497-1717 |
| — | — | 1 | 805-497-1717 |