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Winter & Associates, Inc.

EST. AUM
$179,734,556

CONTACTS

CLIENT ACCOUNTS
565

Firm Details

Metro area Minneapolis
CRD Number 310349
Website winterassoc.com
Client types

Overview

Winter & Associates, Inc. is an independent registered investment advisor headquartered in St. Paul, Minnesota, providing financial planning, asset management, and insurance services to individuals, families, and businesses in the Upper Midwest. Founded in 1908, the firm is currently led by its fourth-generation and first female president, who re-launched Winter & Associates as an independent RIA in January 2021 and currently manages over $140 million in assets. The firm operates as a thriving female-owned business, described as one of the longest-standing independent financial services firms in the region.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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