OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

4741 Caughlin Parkway
Suite 3
Reno, Nevada 89519
Tel: 775-827-0670

About OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

OPEN WINDOW FINANCIAL SOLUTIONS, LTD, formally registered with the SEC as OPEN WINDOW FINANCIAL SOLUTIONS, LTD. The firm was established in 12/14/2018. They have over 3 offices throughout the country.

OPEN WINDOW FINANCIAL SOLUTIONS, LTD. is a Reno, Nevada based Financial Planning firm with nearly $245,790,589 assets under management, offering retirement planning & investment advisory services to 346 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131562
SEC#	801-114451
Assets Managed by Firm	$245,790,589
No. of Clients	346
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	346	$245,790,589
Individuals (other than high net worth individuals)	33	$19,808,298
High net worth individuals	57	$198,660,192
Pension and profit sharing plans	11	$27,322,099

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