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WINDHAVEN INVESTMENT MANAGEMENT, INC.
WINDHAVEN INVESTMENT MANAGEMENT, INC.
BOSTON, Massachusetts
·
3 registered advisors
·
CRD# 155138
SEC# 801-71836
6
(617) 960-5300
01
Firm Overview
AUM
$8.1B
Regulatory assets under management
Employees
51
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at WINDHAVEN INVESTMENT MANAGEMENT, INC.
3 registered advisors
Liz Ann Sonders
BOSTON, Massachusetts
CRD# 2048799
Michael F Hogan
BOSTON, Massachusetts
CRD# 2988627
Rhett Charles Bratt
BOSTON, Massachusetts
CRD# 2705671
05
Office Locations
BOSTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. WINDHAVEN INVESTMENT MANAGEMENT, INC. (CRD# 155138) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.