Winning Points Advisors, LLC
Winning Points Advisors, LLC (CRD# 118077) is a financial advisory firm headquartered in Boca Raton, FL. They manage $157,959,477 in 410 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management158MILLION
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Total Number of Accounts410ACCOUNTS
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Average Account Value$385,267
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
CA, FL, NC, OH, SC, TX
Douglas Alden (CRD# 1029891) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Old Fort, NC and has over 31 years of experience in the finance industry.
John Brandt (CRD# 28925) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Boca Raton, FL and has over 41 years of experience in the finance industry.
Charles Stoll (CRD# 704129) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Boca Raton, FL and has over 44 years of experience in the finance industry.