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OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

Tel: 775-827-0670
4741 Caughlin Parkway
Suite 3
Reno, Nevada  89519

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OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

OPEN WINDOW FINANCIAL SOLUTIONS, LTD. is a Reno, Nevada based financial advisory firm with nearly $245,790,589 in assets under management and provides investment advisory services for 346 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

131562

SEC#:

801-114451

No. of Clients:

346

Assets under Management

$245,790,589

No. of Advisors:

6

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