The Windmill Group, Inc.
The Windmill Group, Inc. (CRD# 8384) is a financial advisory firm headquartered in Somers, NY. They manage $32,101,709 in 198 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
The Windmill Group, Inc.
By the Numbers
-
Total Assets Under Management32MILLION
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Total Number of Accounts198ACCOUNTS
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Average Account Value$162,130
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NJ, NY
Financial Advisors at The Windmill Group, Inc.
1
Gregory Capozzi (CRD# 1989246) is an Investment Advisor Representative working at The Windmill Group, Inc. in Somers, NY and has over 30 years of experience in the finance industry.
2
George Mitchell (CRD# 1279375) is an Investment Advisor Representative working at The Windmill Group, Inc. in Somers, NY and has over 39 years of experience in the finance industry.
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