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WINDROSE ADVISORS LLC
WINDROSE ADVISORS LLC
WALTHAM, Massachusetts
·
5 registered advisors
·
CRD# 152145
SEC# 801-70859
0
(617) 421-1750
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WINDROSE ADVISORS LLC
5 registered advisors
Gildas Quinquis
WALTHAM, Massachusetts
CRD# 6468455
Kenneth Robert Polay
WALTHAM, Massachusetts
CRD# 5059254
Paul Kenneth Mutch
WALTHAM, Massachusetts
CRD# 2822345
Paul Scott Pomerantz
WALTHAM, Massachusetts
CRD# 5751736
William A Heitin
WALTHAM, Massachusetts
CRD# 5736775
05
Office Locations
WALTHAM, Massachusetts
5 advisors
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Data sourced from SEC Form ADV filings. WINDROSE ADVISORS LLC (CRD# 152145) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.