Investment adviser · CRD 27704

THE WINCHESTER GROUP, INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Oct 30, 2013

Regulatory AUM
$785M
Form ADV · Item 5.F
Client accounts
557
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
10
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 30, 2013. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

780 THIRD AVENUE, 16TH FLOOR
NEW YORK, NY, 10017-2024, United States

CRD 27704

Filing source

Form ADV 764072 · Oct 30, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.