Winn, Bruce David is an adviser based in Casper. It manages $1.7 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2003.
Winn, Bruce David provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consultation with other portfolio managers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Winn, Bruce David is $1.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Winn, Bruce David for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Winn, Bruce David performs its advisory services is located at 2241 Farnum Ste 201, Casper, WY 82609, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 307-234-4668. The normal business hours are 9am to 5pm on Monday - Friday.