Windham Financial Services, Inc.

Windham Financial Services, Inc. (CRD# 35307) is a financial advisory firm headquartered in , . They manage $32,117,151 in 121 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $265,431
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
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, NY, VT

Financial Advisors at Windham Financial Services, Inc.
Showing 1 - 3 of 3 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 24 years of experience in the finance industry.

2
Paul H. Levine
CRD#: 1978182
West Hartford, CT
83
Wealthminder
score

Paul Levine (CRD# 1978182) is an Investment Advisor Representative working at Windham Financial Services, Inc. in West Hartford, CT and has over 28 years of experience in the finance industry.

3
Michael F. Oconnor
CRD#: 730847
Charlotte, VT
63
Wealthminder
score

Michael Oconnor (CRD# 730847) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Charlotte, VT and has over 36 years of experience in the finance industry.

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