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Building 2WINDROSE ADVISORS LLC

Map pinWALTHAM, MA
Phone(617) 421-1750
NotebookSEC #801-70859
Total AUM
$2.7B
Employees
23
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WATERMILL CENTER
800 SOUTH STREET, SUITE 600
WALTHAM
MA 02453
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(617) 421-1750

ReceiptFinancials

Total AUM
$2.7B
Accounts
600
Discretionary
$982.5M
Accounts
22
Non-Discretionary
$1.7B
Accounts
578

ContactClients

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HNW Individual Clients
70
AUM
$1.5B
Pooled Vehicle Clients
71
AUM
$982.5M
Charitable Organization Clients
12
AUM
$229.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAFLILMANYTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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