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Austin Michael Van winkle

HT Partners LLC

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About Austin Michael Van winkle

Austin Van winkle is an Investment Advisor Representative associated with HT Partners LLC and has been in the industry since January 2018. Austin Van winkle is registered in Connecticut. Austin Van winkle is also the co-owner of VW Property Management LLC. HT Partners LLC provides financial planning and portfolio management services for individuals and businesses. The firm's primary focus is on high-net-worth individuals, with a significant portion of their client base also consisting of corporations or other businesses and individuals other than high-net-worth individuals. HT Partners LLC has a client base of approximately 120 individuals and businesses, with approximately $485 million in assets under management.

Firm Information

Austin Van winkle is currently registered with HT Partners LLC. HT Partners LLC is an investment advisor based in CENTERBROOK, CT. They provide financial planning, portfolio management for businesses and individuals, and other financial consulting services. The firm manages approximately $485.5 million in assets for 419 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
HT Partners LLC

6 MAIN STREET

CENTERBROOK, CT 06409

$485.52M

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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multifamily office advisory; financial consulting

Multifamily office advisory; financial consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Austin Van winkle’s Registration & Firm History

CT

08/31/2018 - Present

HT Partners LLC (CENTERBROOK CT)

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Licenses & Designations

IA

Issued 08/31/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Michael Van winkle.
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