THE WINCHESTER GROUP, INC.
CRD #27704 SEC #801-37906 NEW YORK, NY 212-486-8181
SEC Registered Broker-Dealer Disclosures
Total AUM
$720.1M
Discretionary
$720.1M
Employees
11
Clients
--
Accounts
435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2013 | $785.3M | $785.3M | $0 | 18 | 300 |
| Oct 2013 | $785.3M | $785.3M | $0 | 18 | 300 |
| Apr 2013 | $741.2M | $741.2M | $0 | 18 | 300 |
| Mar 2012 | $720.1M | $720.1M | $0 | 11 | 300 |
| Mar 2011 | $560M | $529M | $31M | -- | -- |
| Apr 2010 | $514M | $488M | $26M | -- | -- |
| Mar 2010 | $514M | $488M | $26M | -- | -- |
| Mar 2009 | $450.2M | $450.2M | $0 | -- | -- |
| Mar 2007 | $525.5M | $525.5M | $0 | -- | -- |
| Mar 2006 | $464.3M | $464.3M | $0 | 10 | -- |
| Sep 2005 | $365.2M | $365.2M | $0 | 10 | -- |
| Oct 2001 | $115M | $115M | $0 | 10 | -- |
| Jun 2001 | $115M | $115M | $0 | 10 | -- |
DateOct 2013
Total AUM$785.3M
Discretionary$785.3M
Non-Disc.$0
Employees18
Clients300
DateOct 2013
Total AUM$785.3M
Discretionary$785.3M
Non-Disc.$0
Employees18
Clients300
DateApr 2013
Total AUM$741.2M
Discretionary$741.2M
Non-Disc.$0
Employees18
Clients300
DateMar 2012
Total AUM$720.1M
Discretionary$720.1M
Non-Disc.$0
Employees11
Clients300
DateMar 2011
Total AUM$560M
Discretionary$529M
Non-Disc.$31M
Employees--
Clients--
DateApr 2010
Total AUM$514M
Discretionary$488M
Non-Disc.$26M
Employees--
Clients--
DateMar 2010
Total AUM$514M
Discretionary$488M
Non-Disc.$26M
Employees--
Clients--
DateMar 2009
Total AUM$450.2M
Discretionary$450.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$525.5M
Discretionary$525.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$464.3M
Discretionary$464.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$365.2M
Discretionary$365.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees10
Clients--