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
253 Route 202, Somers, NY 10589
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY

Financial Advisors at The Windmill Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Capozzi, financial advisor Somers NY
Gregory R. Capozzi
CRD#: 1989246
253 Route 202, Somers, NY 10589

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, financial advisor Somers NY
George P. Mitchell
CRD#: 1279375
253 Route 202, Somers, NY 10589

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.

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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