RIA Intel›Advisers›New York›THE WINCHESTER GROUP, INC.

THE WINCHESTER GROUP, INC.

Advisory

N·NEW YORK, NY

Data as of Oct 30, 2013 · Source: SEC Form ADV

Total AUM
$785M
1-Year AUM Growth
+6.0%
3-Year CAGR
+12.7%
Employees
10
Assets Under Management
Total AUM$785M
Discretionary AUM$785M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees10
Investment Advisers18
Employee Growth (1Y)—
Filing History
Total Filings on Record24
First FilingFeb 2, 2001
Latest FilingOct 30, 2013
🔒 Full AUM trend chart and 24 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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