Kenneth
Winans
Winans Investments
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About this Advisor
Kenneth Winans is a financial advisor working out of Novato, California with a total of 30 years of relevant experience. Winans currently works for Winans Investments. They have been with Winans Investments for their whole career. Winans holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Nevada and Texas. Winans Investments is an advisory firm based out of Novato, CA. It has just five people on staff. It oversees $277 million in assets across its 500 accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises seven charities and foundations. Of its 500 client accounts, 23% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Winans Investments has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management vary depending on the services offered. However, fee types charged by Winans Investments most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Winans Investments Brokerage Details
$277,447,323
5
500
$554,895
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Kenneth Winans Work History
Kenneth has been registered as a financial advisor for 30 years.*
Winans International
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Winans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Winans Investments
Novato, CA
Novato, CA
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