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Rhett Charles Bratt

WINDHAVEN INVESTMENT MANAGEMENT, INC.·BOSTON, Massachusetts
Unclaimed Profile
ONE INTERNATIONAL PLACE, BOSTON, MA 02110CRD# 2705671Firm CRD# 155138
01

About

Rhett Charles Bratt 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.

02

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# 2705671
Firm CRD# 155138
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rhett Charles Bratt offer?
Rhett Charles Bratt specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Rhett Charles Bratt's credentials?
Rhett Charles Bratt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rhett Charles Bratt located?
Rhett Charles Bratt 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 Rhett Charles Bratt charge for services?
Rhett Charles Bratt'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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