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$53.1M Total AUM
$35.3M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-27-1996
- Office Locations
- 1
Office Locations
20349 Pahgre Road Montrose CO
About Winvest Investments L.p.
Winvest Investments L.p. is a Montrose-based RIA. The firm has been operating for 29 years. Managing $53.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
63 AVG AGE
$53.1M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
29.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
FREDERICK HOLLAND WINSTON
Chief Compliance Officer, Limited Partner, Owner
- CRD
- #1278756
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,266,475 | $1,336,301 |
| Non-Discretionary | $17,839,370 | $1,117,026 |
| Total | $53,105,845 | $1,173,613 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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