Open Window Financial Solutions, Ltd.

Open Window Financial Solutions, Ltd. (CRD# 131562) is a financial advisory firm headquartered in Reno, NV. They manage $223,653,931 in 333 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4741 Caughlin Parkway, Suite 3, Reno, NV 89519
https://twitter.com/openwindowfs
By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $671,633
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Open Window Financial Solutions, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Eric Hollen, financial advisor Reno NV
Eric A. Hollen
CRD#: 6004171
4741 Caughlin Parkway, Suite 3, Reno, NV 89519

Eric Hollen (CRD# 6004171) is an Investment Advisor Representative working at Open Window Financial Solutions, Ltd. in Reno, NV and has over 12 years of experience in the finance industry.

2
Joseph Hollen, financial advisor Reno NV
Joseph R. Hollen
CRD#: 4801382
4741 Caughlin Parkway, Suite 3, Reno, NV 89519

Joseph Hollen (CRD# 4801382) is an Investment Advisor Representative working at Open Window Financial Solutions, Ltd. in Reno, NV and has over 20 years of experience in the finance industry.

3
Gregory Avera, financial advisor Reno NV
Gregory G. Avera
CRD#: 7620534
4741 Caughlin Parkway, Suite 3, Reno, NV 89519

Gregory Avera (CRD# 7620534) is an Investment Advisor Representative working at Open Window Financial Solutions, Ltd. in Reno, NV and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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