WINNING POINTS ADVISORS, L.L.C.
  • WINNING POINTS ADVISORS, L.L.C.

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/04/2013
Other registrations (2)
ADV Location BOCA RATON, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 173,114,072 10%
of that, discretionary 173,114,072 10%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 531,025 38%
% High Net Worth 11.96% 136%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

269M 230M 192M 154M 115M 77M 38M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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