Wind & Rose, LLC

Wind & Rose, LLC (CRD# 144354) is a financial advisory firm headquartered in , . They manage $4,310,000 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $87,959
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Wind & Rose, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Russell S. Gilfix
CRD#: 4616817
Stamford, CT
93
Wealthminder
score

Russell Gilfix (CRD# 4616817) is an Investment Advisor Representative working at Wind & Rose, LLC in Stamford, CT and has over 13 years of experience in the finance industry.

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