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Building 2WINDMARK INVESTMENT PARTNERS, INC.

Map pinWILMINGTON, DE
Phone302-691-0228
NotebookSEC #801-63587
Total AUM
$233.3M
Employees
14
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 RIGHTER PARKWAY
SUITE 105
WILMINGTON
DE 19803
United States
Operating Hours
9:00A.M. - 5:00 P.M.
Monday - Friday
Phone
302-691-0228
Other Offices
1

ReceiptFinancials

Total AUM
$233.3M
Accounts
2
Discretionary
$233.3M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$131.7M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$101.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DE

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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