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Home > Retirement Planners > wisconsin > oshkosh > WINDWARD WEALTH STRATEGIES, INC.
WINDWARD WEALTH STRATEGIES, INC.
2370 State Road 44
Suite A
Oshkosh, Wisconsin 54904
Tel: 920-230-2215
About WINDWARD WEALTH STRATEGIES, INC.
WINDWARD WEALTH STRATEGIES, INC, formally registered with the SEC as WINDWARD WEALTH STRATEGIES, INC. The firm was established in 02/27/2015. They have over 1 offices throughout the country.
WINDWARD WEALTH STRATEGIES, INC. is a Oshkosh, Wisconsin based Financial Planning firm with nearly $184,257,946 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175126 |
| SEC# | 801-81031 |
| Assets Managed by Firm | $184,257,946 |
| No. of Clients | 386 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 386 | $184,257,946 |
| Individuals (other than high net worth individuals) | 45 | $21,301,114 |
| High net worth individuals | 42 | $162,956,832 |
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