Wind & Rose, LLC

Wind & Rose, LLC (CRD# 144354) is a financial advisory firm headquartered in , . They manage $9,832,326 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $1,092,481
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Wind & Rose, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Russell S. Gilfix
CRD#: 4616817
Willsboro, NY

Russell Gilfix (CRD# 4616817) is an Investment Advisor Representative working at Wind & Rose, LLC in Willsboro, NY and has over 21 years of experience in the finance industry.

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