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Jeffrey William Reinke

WINDROSE ADVISORS LLC·WALTHAM, Massachusetts
Unclaimed Profile
WATERMILL CENTER, WALTHAM, MA 02453CRD# 4393142Firm CRD# 152145
01

About

Jeffrey William Reinke 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
View all advisors at WINDROSE ADVISORS LLC →
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# 4393142
Firm CRD# 152145
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey William Reinke offer?
Jeffrey William Reinke specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Jeffrey William Reinke's credentials?
Jeffrey William Reinke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey William Reinke located?
Jeffrey William Reinke is based in WALTHAM, Massachusetts, working with WINDROSE ADVISORS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Jeffrey William Reinke charge for services?
Jeffrey William Reinke'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.
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Other Advisors at WINDROSE ADVISORS LLC

Gildas Quinquis
WALTHAM, MA
Joseph Farina
BOSTON, MA
Paul Kenneth Mutch
WALTHAM, MA
Paul Scott Pomerantz
WALTHAM, MA
William A Heitin
WALTHAM, MA
Kenneth Robert Polay
WALTHAM, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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