Winning Points Advisors, L.l.c.
Winning Points Advisors, L.l.c. is an SEC-registered mass-market adviser in Boca Raton, FL with $173.1M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Winning Points Advisors, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118077, SEC 801-78654, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $173.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Boca Raton, FL
- Employees
- 2
- Clients
- 208
- CRD
- 118077
- Ownership
- SWENDIMAN, MATTHEW, ASHLEY; STOLL, CHARLES, SUTCLIFFE; STOLL, CHARLES, PRESTON; STOLL, GEORGES, ALEXANDER
How much AUM does Winning Points Advisors, L.l.c. have?
Winning Points Advisors, L.l.c. reported $173.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Winning Points Advisors, L.l.c.?
Disclosed owners and executives of Winning Points Advisors, L.l.c. include SWENDIMAN, MATTHEW, ASHLEY, STOLL, CHARLES, SUTCLIFFE, STOLL, CHARLES, PRESTON, STOLL, GEORGES, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.