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).
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Total Assets Under Management224MILLION
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Total Number of Accounts333ACCOUNTS
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Average Account Value$671,633
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, NV, TX
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.
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.
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.