WINDMARK INVESTMENT PARTNERS, INC.

2 Righter Parkway
Suite 105
Wilmington, Delaware 19803
Tel: 302-691-0228

About WINDMARK INVESTMENT PARTNERS, INC.

WINDMARK INVESTMENT PARTNERS, INC, formally registered with the SEC as WINDMARK INVESTMENT PARTNERS, INC. The firm was established in 10/19/2004. They have over 2 offices throughout the country.

WINDMARK INVESTMENT PARTNERS, INC. is a Wilmington, Delaware based Financial Planning firm with nearly $225,128,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131880
SEC#	801-63587
Assets Managed by Firm	$225,128,000
No. of Clients	2
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$225,128,000
Pension and profit sharing plans	Fewer than 5 clients	$133,843,000

More Retirement Planning firms in Wilmington, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

Explore More Retirement Advisors in Wilmington, Delaware

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.