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William A Heitin

WINDROSE ADVISORS LLC·WALTHAM, Massachusetts
Unclaimed Profile
WATERMILL CENTER, WALTHAM, MA 02453CRD# 5736775Firm CRD# 152145
01

About

William A Heitin 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# 5736775
Firm CRD# 152145
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

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Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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