Windham Financial Services, Inc.

Windham Financial Services, Inc. (CRD# 35307) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $13,536,865 in 63 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
P.o. Box 775167, Steamboat Springs, CO 80477
http://www.windhamfinancial.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $214,871
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CO, MA, NY, VT

Financial Advisors at Windham Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul Mendelsohn, financial advisor Steamboat Springs CO
Paul D. Mendelsohn
CRD#: 2011585
Steamboat Springs, CO

Paul Mendelsohn (CRD# 2011585) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Steamboat Springs, CO and has over 30 years of experience in the finance industry.

2
Michael Oconnor, financial advisor Steamboat Springs CO
Michael F. Oconnor
CRD#: 730847
Steamboat Springs, CO

Michael Oconnor (CRD# 730847) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Steamboat Springs, CO and has over 42 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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