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WINDROCK WEALTH MANAGEMENT
Tel: 312-650-9593
225 West Jefferson Avenue, Suite 2 Naperville, Illinois 60540
WINDROCK WEALTH MANAGEMENT
WINDROCK WEALTH MANAGEMENT is a Naperville, Illinois based financial advisory firm with nearly $415,293,280 in assets under management and provides investment advisory services for 345 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
166124
SEC#:
801-106722
No. of Clients:
345
Assets under Management
$415,293,280
No. of Advisors:
4
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