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WINDROSE ADVISORS LLC
Watermill Center
800 South Street, Suite 600
Waltham, Massachusetts 02453
Tel: (617) 421-1750
About WINDROSE ADVISORS LLC
WINDROSE ADVISORS LLC, formally registered with the SEC as WINDROSE ADVISORS LLC. The firm was established in 12/18/2009. They have over 1 offices throughout the country.
WINDROSE ADVISORS LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $2,503,397,523 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152145 |
| SEC# | 801-70859 |
| Assets Managed by Firm | $2,503,397,523 |
| No. of Clients | 508 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 508 | $2,503,397,523 |
| High net worth individuals | 55 | $1,161,504,385 |
| Charitable organizations | 10 | $210,951,575 |
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