SEC CRD #801-121556
Winters Financial Group is a full-service financial advisory firm based in Westlake Village, CA. Our mission is to help clients grow and protect their wealth. WINTERS FINANCIAL GROUP, INC. is a WESTLAKE VILLAGE, CA-based registered investment adviser managing $252M in assets with 3 employees (CRD #309549). WINTERS FINANCIAL GROUP, INC. ( CRD # 309549/SEC#:801-121556. SEC Approved 7/1/2021 California Terminated 9/4/2021 of buying and selling securities – stocks,
RICHARD WINTERS
CHIEF COMPLIANCE OFFICER
📞 (805) 497-1717
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AUM
$252M
Location
WESTLAKE VILLAGE, CA
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