Claim Profile
GQ

Gildas Quinquis

WINDROSE ADVISORS LLC·WALTHAM, Massachusetts
Unclaimed Profile
WATERMILL CENTER, WALTHAM, MA 02453CRD# 6468455Firm CRD# 152145
01

About

Gildas Quinquis is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with WINDROSE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WINDROSE ADVISORS LLC
WINDROSE ADVISORS LLC
AUM
$2.5B
Regulatory assets under management
Employees
23
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6468455
Firm CRD# 152145
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Gildas Quinquis offer?
Gildas Quinquis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Gildas Quinquis's credentials?
Gildas Quinquis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gildas Quinquis located?
Gildas Quinquis is based in WALTHAM, Massachusetts, working with WINDROSE ADVISORS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Gildas Quinquis charge for services?
Gildas Quinquis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDROSE ADVISORS LLC?
WINDROSE ADVISORS LLC has approximately 23 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →