{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/309549#adviser","name":"WINTERS FINANCIAL GROUP, INC.","alternateName":"WINTERS FINANCIAL GROUP, INC.","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"309549"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-121556"}],"address":{"@type":"PostalAddress","addressLocality":"WESTLAKE VILLAGE","addressRegion":"CA","postalCode":"91361","addressCountry":"United States"},"url":"http://www.wintersfg.com/","description":"WINTERS FINANCIAL GROUP, INC. is a Registered Investment Adviser based in WESTLAKE VILLAGE, CA. Reports $252,299,559 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":252299559},{"@type":"PropertyValue","propertyID":"Number of accounts","value":634},{"@type":"PropertyValue","propertyID":"Employees","value":3},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/309549","https://reports.adviserinfo.sec.gov/reports/ADV/309549/PDF/309549.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-26T16:47:38.647Z"}}