Overview
Assets Under Management: $246 million
Headquarters: RENO, NV
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 346
Discretionary Accounts: 346
Regulatory Filings
CRD Number: 131562
Last Filing Date: 2025-03-04 00:00:00
Website: https://openwindowfs.com