WIN ADVISORS, INC
CRD #300351 SEC #801-115311 PALM BEACH GARDENS, FL 561-472-2000
SEC Registered
Total AUM
$238.5M
Discretionary
$238.5M
Employees
4
Clients
0
Accounts
4,311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $238.5M | $238.5M | $0 | 4 | 0 |
| Apr 2024 | $246.3M | $246.3M | $0 | 4 | 0 |
| Mar 2024 | $246.3M | $246.3M | $0 | 4 | 0 |
| May 2023 | $300.1M | $300.1M | $0 | 4 | 0 |
| Mar 2023 | $300.1M | $300.1M | $0 | 4 | 0 |
| Mar 2022 | $479.3M | $479.3M | $0 | 4 | 0 |
| Mar 2021 | $208.1M | $208.1M | $0 | 4 | 0 |
| Jun 2020 | $63.7M | $63.7M | $0 | 13 | 0 |
| Feb 2020 | $63.7M | $63.7M | $0 | 13 | 0 |
| Aug 2019 | $0 | $0 | $0 | 13 | 0 |
| Apr 2019 | $0 | $0 | $0 | 13 | 0 |
DateMar 2025
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$300.1M
Discretionary$300.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$479.3M
Discretionary$479.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees13
Clients0
DateFeb 2020
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees13
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0