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Wincap Financial LLC

Headquartered in BOSTON, MA

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Firm Information

Wincap Financial LLC is an investment advisor registered with the SEC based in Boston, Massachusetts. They manage approximately $153,250,285 in discretionary assets for 466 accounts, primarily for individuals, both high-net-worth and other. They offer financial planning and portfolio management services. Their website is https://wincapfinancial.com.

Wincap Financial LLC

55 UNION STREET

BOSTON, MA 02108

$153.25M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

WINCAP FINANCIAL LLC has a total of 3 branch locations across the country.
location

BOSTON, MA

location

DANVERS, MA

location

ANDOVER, MA

Advisors at Wincap Financial LLC

View All 4 Advisors
Unclaimed
Frank Veneau Mahoney

RA

Boston, MA

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Unclaimed
Lucas P Pavlatos

CFP®, RA

BOSTON, MA

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Unclaimed
Michael Patrick Collins

CFA®, RA

BOSTON, MA

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Unclaimed
Zachary John Ciampa

CFP®, CFC®, RA

ANDOVER, MA

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Disclosures

There are no public disclosures for Wincap Financial LLC.

Frequently Asked Questions (6)

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