$42.7M Total AUM
$42.7M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-21-1996
- Office Locations
- 1
Office Locations
-- Edmond OK
About Winston & Company, Inc.
Winston & Company, Inc. is an Edmond, OK advisory practice providing portfolio management, financial planning, and retirement planning. Portfolios are built with mutual funds, ETFs, bonds, stocks, alternatives, and commission-free annuities, using a consultative, goal-based approach for long-term objectives. Custody/annuity relationships include Charles Schwab and Security Benefit.
Team overview
-- AVG AGE
$42.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
30.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
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Available
Available
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Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HARRY LEWIS WINSTON III
President, Vice President
- CRD
- #1236374
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,661,996 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,661,996 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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