WINCH ADVISORY SERVICES, LLC
Legal name: WINCH FINANCIAL
CRD #110194 SEC #801-55488 APPLETON, WI 920-739-8577
SEC Registered
Total AUM
$510.7M
Discretionary
$510.7M
Employees
18
Clients
--
Accounts
2,345
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $510.7M | $510.7M | $0 | 18 | 1 |
| Mar 2025 | $510.7M | $510.7M | $0 | 18 | 1 |
| Mar 2024 | $420.2M | $420.2M | $0 | 17 | 5 |
| Mar 2024 | $420.2M | $420.2M | $0 | 17 | 5 |
| Oct 2023 | $333.9M | $333.9M | $0 | 19 | 1 |
| Jan 2023 | $333.9M | $333.9M | $0 | 19 | 1 |
| Jan 2023 | $333.9M | $333.9M | $0 | 19 | 1 |
| Oct 2022 | $432.1M | $432.1M | $0 | 18 | 2 |
| Aug 2022 | $432.1M | $432.1M | $0 | 18 | 2 |
| Aug 2022 | $432.1M | $432.1M | $0 | 18 | 2 |
| Feb 2022 | $432.1M | $432.1M | $0 | 18 | 2 |
| Feb 2022 | $432.1M | $432.1M | $0 | 18 | 2 |
| Feb 2021 | $355.7M | $355.7M | $0 | 18 | 2 |
| Feb 2021 | $355.7M | $355.7M | $0 | 18 | 2 |
| Nov 2020 | $303.6M | $303.6M | $0 | 21 | 0 |
| May 2020 | $303.6M | $303.6M | $0 | 21 | 0 |
| Feb 2020 | $303.6M | $303.6M | $0 | 21 | 0 |
| Mar 2019 | $290.9M | $290.9M | $0 | 21 | 4 |
| Oct 2018 | $295.1M | $295.1M | $0 | 20 | 0 |
| Mar 2018 | $295.1M | $295.1M | $0 | 20 | 0 |
| Sep 2017 | $256.2M | $256.2M | $0 | 17 | 800 |
| Mar 2017 | $256.2M | $256.2M | $0 | 17 | 800 |
| Mar 2016 | $271.6M | $271.6M | $0 | 15 | 800 |
| Nov 2015 | $273.2M | $273.2M | $0 | 16 | 800 |
| Oct 2015 | $273.2M | $273.2M | $0 | 16 | 800 |
| Mar 2015 | $273.2M | $273.2M | $0 | 16 | 800 |
| Apr 2014 | $228.7M | $228.7M | $0 | 16 | 700 |
| Sep 2013 | $188.4M | $188.4M | $0 | 15 | 700 |
| Mar 2013 | $188.4M | $188.4M | $0 | 15 | 700 |
| Mar 2012 | $180.7M | $180.7M | $0 | 6 | 600 |
| Mar 2007 | $142.9M | $142.9M | $0 | 5 | -- |
| Mar 2006 | $140.3M | $140.3M | $0 | 10 | -- |
| Jun 2004 | $104.7M | $1.6M | $103.1M | 10 | -- |
| Mar 2004 | $104.7M | $1.6M | $103.1M | 10 | -- |
| Nov 2003 | $74.9M | $1.6M | $73.4M | 5 | -- |
| Mar 2002 | $55.9M | $0 | $55.9M | 5 | -- |
DateMar 2025
Total AUM$510.7M
Discretionary$510.7M
Non-Disc.$0
Employees18
Clients1
DateMar 2025
Total AUM$510.7M
Discretionary$510.7M
Non-Disc.$0
Employees18
Clients1
DateMar 2024
Total AUM$420.2M
Discretionary$420.2M
Non-Disc.$0
Employees17
Clients5
DateMar 2024
Total AUM$420.2M
Discretionary$420.2M
Non-Disc.$0
Employees17
Clients5
DateOct 2023
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees19
Clients1
DateJan 2023
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees19
Clients1
DateJan 2023
Total AUM$333.9M
Discretionary$333.9M
Non-Disc.$0
Employees19
Clients1
DateOct 2022
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees18
Clients2
DateAug 2022
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees18
Clients2
DateAug 2022
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees18
Clients2
DateFeb 2022
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees18
Clients2
DateFeb 2022
Total AUM$432.1M
Discretionary$432.1M
Non-Disc.$0
Employees18
Clients2
DateFeb 2021
Total AUM$355.7M
Discretionary$355.7M
Non-Disc.$0
Employees18
Clients2
DateFeb 2021
Total AUM$355.7M
Discretionary$355.7M
Non-Disc.$0
Employees18
Clients2
DateNov 2020
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees21
Clients0
DateMay 2020
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees21
Clients0
DateFeb 2020
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees21
Clients0
DateMar 2019
Total AUM$290.9M
Discretionary$290.9M
Non-Disc.$0
Employees21
Clients4
DateOct 2018
Total AUM$295.1M
Discretionary$295.1M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$295.1M
Discretionary$295.1M
Non-Disc.$0
Employees20
Clients0
DateSep 2017
Total AUM$256.2M
Discretionary$256.2M
Non-Disc.$0
Employees17
Clients800
DateMar 2017
Total AUM$256.2M
Discretionary$256.2M
Non-Disc.$0
Employees17
Clients800
DateMar 2016
Total AUM$271.6M
Discretionary$271.6M
Non-Disc.$0
Employees15
Clients800
DateNov 2015
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees16
Clients800
DateOct 2015
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees16
Clients800
DateMar 2015
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees16
Clients800
DateApr 2014
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees16
Clients700
DateSep 2013
Total AUM$188.4M
Discretionary$188.4M
Non-Disc.$0
Employees15
Clients700
DateMar 2013
Total AUM$188.4M
Discretionary$188.4M
Non-Disc.$0
Employees15
Clients700
DateMar 2012
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients600
DateMar 2007
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$104.7M
Discretionary$1.6M
Non-Disc.$103.1M
Employees10
Clients--
DateMar 2004
Total AUM$104.7M
Discretionary$1.6M
Non-Disc.$103.1M
Employees10
Clients--
DateNov 2003
Total AUM$74.9M
Discretionary$1.6M
Non-Disc.$73.4M
Employees5
Clients--
DateMar 2002
Total AUM$55.9M
Discretionary$0
Non-Disc.$55.9M
Employees5
Clients--