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 fundsThe 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 FLOORNEW 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.