Windham Capital Management, LLC
Windham Capital Management, LLC (CRD# 110539) is a financial advisory firm headquartered in Boston, MA. They manage $611,852,065 in 128 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 Management612MILLION
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Total Number of Accounts128ACCOUNTS
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Average Account Value$4,780,094
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Windham Capital Management, LLC
1
Mark Kritzman (CRD# 1647019) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
2
John Manley (CRD# 2254029) is an Investment Advisor Representative working at Windham Capital Management, LLC in Boston, MA and has over 31 years of experience in the finance industry.
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