Windham Financial Services, Inc.

Windham Financial Services, Inc. (CRD# 35307) is a financial advisory firm headquartered in , . They manage $13,253,766 in 46 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $288,125
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, MA, NJ, VT

Financial Advisors at Windham Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul D. Mendelsohn
CRD#: 2011585
Charlotte, VT
93
Wealthminder
score

Paul Mendelsohn (CRD# 2011585) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Charlotte, VT and has over 22 years of experience in the finance industry.

2
Paul H. Levine
CRD#: 1978182
Brewster, MA
83
Wealthminder
score

Paul Levine (CRD# 1978182) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Brewster, MA and has over 27 years of experience in the finance industry.

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