WINTER & ASSOCIATES, INC.
CRD #310349 SEC #801-123146 ST. PAUL, MN (651) 414-5000
SEC Registered
Total AUM
$147.5M
Discretionary
$137.7M
Employees
5
Clients
26
Accounts
528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $147.5M | $137.7M | $9.7M | 5 | 0 |
| Aug 2025 | $147.5M | $137.7M | $9.7M | 5 | 0 |
| Aug 2025 | $147.5M | $137.7M | $9.7M | 5 | 0 |
| Apr 2025 | $147.5M | $137.7M | $9.7M | 5 | 0 |
| Mar 2025 | $147.5M | $137.7M | $9.7M | 5 | 0 |
| Nov 2024 | $116.2M | $109.7M | $6.5M | 4 | 0 |
| Sep 2024 | $116.2M | $109.7M | $6.5M | 4 | 0 |
| Apr 2024 | $116.2M | $109.7M | $6.5M | 4 | 0 |
| Mar 2024 | $116.2M | $109.7M | $6.5M | 4 | 0 |
| Sep 2023 | $98.4M | $95.6M | $2.7M | 4 | 0 |
| Mar 2023 | $98.4M | $95.6M | $2.7M | 4 | 0 |
| Nov 2022 | $101.5M | $98.8M | $2.7M | 4 | 0 |
| Mar 2022 | $101.5M | $98.8M | $2.7M | 4 | 0 |
| Jan 2022 | $102.6M | $99.9M | $2.7M | 4 | 0 |
DateOct 2025
Total AUM$147.5M
Discretionary$137.7M
Non-Disc.$9.7M
Employees5
Clients0
DateAug 2025
Total AUM$147.5M
Discretionary$137.7M
Non-Disc.$9.7M
Employees5
Clients0
DateAug 2025
Total AUM$147.5M
Discretionary$137.7M
Non-Disc.$9.7M
Employees5
Clients0
DateApr 2025
Total AUM$147.5M
Discretionary$137.7M
Non-Disc.$9.7M
Employees5
Clients0
DateMar 2025
Total AUM$147.5M
Discretionary$137.7M
Non-Disc.$9.7M
Employees5
Clients0
DateNov 2024
Total AUM$116.2M
Discretionary$109.7M
Non-Disc.$6.5M
Employees4
Clients0
DateSep 2024
Total AUM$116.2M
Discretionary$109.7M
Non-Disc.$6.5M
Employees4
Clients0
DateApr 2024
Total AUM$116.2M
Discretionary$109.7M
Non-Disc.$6.5M
Employees4
Clients0
DateMar 2024
Total AUM$116.2M
Discretionary$109.7M
Non-Disc.$6.5M
Employees4
Clients0
DateSep 2023
Total AUM$98.4M
Discretionary$95.6M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2023
Total AUM$98.4M
Discretionary$95.6M
Non-Disc.$2.7M
Employees4
Clients0
DateNov 2022
Total AUM$101.5M
Discretionary$98.8M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2022
Total AUM$101.5M
Discretionary$98.8M
Non-Disc.$2.7M
Employees4
Clients0
DateJan 2022
Total AUM$102.6M
Discretionary$99.9M
Non-Disc.$2.7M
Employees4
Clients0