SEC Form ADV

WINTERS FINANCIAL GROUP, INC.

Registered Investment AdviserCA
$252.3M
Assets Under Management
634
Total Clients
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Registration Details

Accession
CRD-309549
Location
WESTLAKE VILLAGE, CA
Filing Date
March 21, 2026
AUM
$252.3M
Total Clients
634
Amendment
No

About this Adviser

WINTERS FINANCIAL GROUP, INC. is a registered investment adviser headquartered in WESTLAKE VILLAGE, CA, managing approximately $252.3M in assets across 634 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.