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WINDOW ROCK CAPITAL PARTNERS LLC
WINDOW ROCK CAPITAL PARTNERS LLC
GILBERT, Arizona
·
5 registered advisors
·
CRD# 269952
SEC# 801-107527
2
480-336-9730
01
Firm Overview
AUM
$77M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WINDOW ROCK CAPITAL PARTNERS LLC
5 registered advisors
Andrew Paul Funk
GILBERT, Arizona
CRD# 6564619
Jason Ryan Jonas
GILBERT, Arizona
CRD# 6586634
Jeffrey Louis Pettiford
GILBERT, Arizona
CRD# 3225642
Ketan S Parekh
GILBERT, Arizona
CRD# 3169774
Michael Louis Schoppet
GILBERT, Arizona
CRD# 2295638
05
Office Locations
GILBERT, Arizona
5 advisors
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Data sourced from SEC Form ADV filings. WINDOW ROCK CAPITAL PARTNERS LLC (CRD# 269952) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.