Wind & Rose, LLC
Wind & Rose, LLC (CRD# 144354) is a financial advisory firm headquartered in , . They manage $4,756,462 in 23 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$206,803
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Russell Gilfix (CRD# 4616817) is an Investment Advisor Representative working at Wind & Rose, LLC in Stamford, CT and has over 15 years of experience in the finance industry.