DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
WINDROSE ADVISORS LLC
Tel: (617) 421-1750
Watermill Center 800 South Street, Suite 600
Waltham, Massachusetts 02453
WINDROSE ADVISORS LLC
WINDROSE ADVISORS LLC is a Waltham, Massachusetts based financial advisory firm with nearly $2,503,397,523 in assets under management and provides investment advisory services for 508 clients. There are currently 23 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Performance Based
Firm CRD#:
152145
SEC#:
801-70859
No. of Clients:
508
Assets under Management
$2,503,397,523
No. of Advisors:
23
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