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Building 2WINDWARD WEALTH STRATEGIES, INC.

Map pinOSHKOSH, WI
Phone920-230-2215
NotebookSEC #801-81031
Total AUM
$251.2M
Employees
3
Clients
397

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2370 STATE ROAD 44
SUITE A
OSHKOSH
WI 54904
United States
Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
920-230-2215

ReceiptFinancials

Total AUM
$251.2M
Accounts
397
Discretionary
$251.2M
Accounts
397
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
294
AUM
$89.1M
HNW Individual Clients
100
AUM
$113.2M
Pension/Profit Sharing Plan Clients
3
AUM
$48.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAIAILKYMAMIMNNYUTWAWI

HandshakeAffiliates

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

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