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Mark Paul Kritzman

WINDHAM CAPITAL MANAGEMENT, LLC·CAMBRIDGE, Massachusetts
Unclaimed Profile
245 MAIN STREET, CAMBRIDGE, MA 02142CRD# 1647019Firm CRD# 110539
01

About

Mark Paul Kritzman is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with WINDHAM CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WINDHAM CAPITAL MANAGEMENT, LLC
WINDHAM CAPITAL MANAGEMENT, LLC
AUM
$192M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WINDHAM CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1647019
Firm CRD# 110539
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Paul Kritzman offer?
Mark Paul Kritzman specializes in Retirement Planning, Fee-Only Advisory. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Mark Paul Kritzman's credentials?
Mark Paul Kritzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Paul Kritzman located?
Mark Paul Kritzman is based in CAMBRIDGE, Massachusetts, working with WINDHAM CAPITAL MANAGEMENT, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Mark Paul Kritzman charge for services?
Mark Paul Kritzman'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 WINDHAM CAPITAL MANAGEMENT, LLC?
WINDHAM CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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