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Building 2THE WINDMILL GROUP, INC.

Map pinSOMERS, NY
Phone(914) 277-2700
NotebookSEC #801-120154
Total AUM
$32.1M
Employees
4
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
253 ROUTE 202
SOMERS
NY 10589
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(914) 277-2700

ReceiptFinancials

Total AUM
$32.1M
Accounts
198
Discretionary
$32.1M
Accounts
198
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$26.2M
HNW Individual Clients
4
AUM
$5.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNY

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

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