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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