Windemere Advisors, LLC
Windemere Advisors, LLC (CRD# 283556) is a financial advisory firm headquartered in Valdosta, GA. They manage $19,223,681 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$310,059
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, GA
Financial Advisors at Windemere Advisors, LLC
1
Samuel Hogan (CRD# 6520660) is an Investment Advisor Representative working at Windemere Advisors, LLC in Valdosta, GA and has 1 year of experience in the finance industry.
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