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Building 2OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

Map pinRENO, NV
Phone775-827-0670
NotebookSEC #801-114451
Total AUM
$284.4M
Employees
6
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4741 CAUGHLIN PARKWAY
SUITE 3
RENO
NV 89519
United States
Operating Hours
9:00 AM - 4:30 PM
BY APPOINTMENT ONLY
Phone
775-827-0670
Other Offices
2

ReceiptFinancials

Total AUM
$284.4M
Accounts
319
Discretionary
$284.4M
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$15.9M
HNW Individual Clients
65
AUM
$236.4M
Pension/Profit Sharing Plan Clients
10
AUM
$32.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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