Winning Points Advisors, L.L.C. (Boca Raton)

Winning Points Advisors, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Winning Points Advisors, L.L.C: assets under management

The assets under management (AUM) of Winning Points Advisors, L.L.C. is $267.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 178% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $267.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $535.38 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 38% of the total AUM. The second-largest asset type is exchange traded securities, which make up 35% of the firm’s portfolio. Investments in other assets form 25% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Winning Points Advisors, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Winning Points Advisors, L.L.C serves?

The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Winning Points Advisors, L.L.C is high net worth individuals with 56 clients and $115.27 million of assets under management. Among the 13 most similar advisory firms, Winning Points Advisors, L.L.C has the 7th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $267.16 million for 499 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Winning Points Advisors, L.L.C doesn't advise any private funds.

Careers at Winning Points Advisors, L.L.C.

The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Boca Raton

The principal office where Winning Points Advisors, L.L.C. performs its advisory services is located at 129 Nw 13 Th Street, Boca Raton, FL 33432, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-367-9111 or by fax 561-367-7312. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at thewinningpoints.com.

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