Overview
Assets Under Management: $665 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 5
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.63
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 1,195
Discretionary Accounts: 1,195
Regulatory Filings
CRD Number: 116593
Filing ID: 1977340
Last Filing Date: 2025-04-08 09:11:00
Website: https://windcm.com