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WINDHAM FINANCIAL SERVICES, INC.
802-877-6589
SEC #801-70351Total AUM
$23.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
802-877-6589
Financials
Total AUM
$23.6M
Accounts
17Discretionary
$23.6M
Accounts
17Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.