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 $342,795,865 assets under management, offering retirement planning & investment advisory services to 295 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166124
SEC#	801-106722
Assets Managed by Firm	$342,795,865
No. of Clients	295
No. of Advisors	3

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Selection of Other Advisors
Publication of periodicals or Newsleters

Firm Client Information

	No. of Clients	AUM
Firm Total	295	$342,795,865
Individuals (other than high net worth individuals)	17	$8,273,322
High net worth individuals	42	$334,522,543

Inquire with WINDROCK WEALTH MANAGEMENT

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