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Liz Ann Sonders

WINDHAVEN INVESTMENT MANAGEMENT, INC.·BOSTON, Massachusetts
Unclaimed Profile
ONE INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 2048799Firm CRD# 155138
01

About

Liz Ann Sonders is a registered financial advisor based in BOSTON, Massachusetts, affiliated with WINDHAVEN INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WINDHAVEN INVESTMENT MANAGEMENT, INC.
WINDHAVEN INVESTMENT MANAGEMENT, INC.
AUM
$8.1B
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at WINDHAVEN INVESTMENT MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2048799
Firm CRD# 155138
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Liz Ann Sonders offer?
Liz Ann Sonders specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Liz Ann Sonders's credentials?
Liz Ann Sonders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Liz Ann Sonders located?
Liz Ann Sonders is based in BOSTON, Massachusetts, working with WINDHAVEN INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Liz Ann Sonders charge for services?
Liz Ann Sonders's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDHAVEN INVESTMENT MANAGEMENT, INC.?
WINDHAVEN INVESTMENT MANAGEMENT, INC. has approximately 51 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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