WINDROCK WEALTH MANAGEMENT

225 West Jefferson Avenue, Suite 2
Naperville, Illinois 60540
Tel: 312-650-9593

About WINDROCK WEALTH MANAGEMENT

WINDROCK WEALTH MANAGEMENT, formally registered with the SEC as WINDROCK WEALTH MANAGEMENT. The firm was established in 10/06/2015. They have over 1 offices throughout the country.

WINDROCK WEALTH MANAGEMENT is a Naperville, Illinois based Financial Planning firm with nearly $415,293,280 assets under management, offering retirement planning & investment advisory services to 345 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166124
SEC#	801-106722
Assets Managed by Firm	$415,293,280
No. of Clients	345
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	345	$415,293,280
Individuals (other than high net worth individuals)	19	$8,896,623
High net worth individuals	50	$406,396,657

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