Windhaven Investment Management, Inc.

Windhaven Investment Management, Inc. (CRD# 155138) is a financial advisory firm headquartered in Boston, MA. They manage $8,094,665,686 in 25,350 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,095
    MILLION
  • Total Number of Accounts
    25,350
    ACCOUNTS
  • Average Account Value
    $319,316
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
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Windhaven Investment Management, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Glenn F. Brown
CRD#: 2488667
One International Place, 33rd Floor, Boston, MA 02110
96
Wealthminder
score

Glenn Brown (CRD# 2488667) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 23 years of experience in the finance industry. Glenn Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anton P. Dorokhin
CRD#: 5596809
One International Place, 33rd Floor, Boston, MA 02110
96
Wealthminder
score

Anton Dorokhin (CRD# 5596809) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 9 years of experience in the finance industry.

3
Bryan L. Olson
CRD#: 2804409
One International Place, 33rd Floor, Boston, MA 02110
96
Wealthminder
score

Bryan Olson (CRD# 2804409) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 13 years of experience in the finance industry.

4
William L. Brennan
CRD#: 2049681
One International Place, 33rd Floor, Boston, MA 02110
93
Wealthminder
score

William Brennan (CRD# 2049681) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 19 years of experience in the finance industry.

5
Patricia M. Ferris
CRD#: 5798853
One International Place, 33rd Floor, Boston, MA 02110
93
Wealthminder
score

Patricia Ferris (CRD# 5798853) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 7 years of experience in the finance industry.

6
John P. Jagusiak
CRD#: 4933330
One International Place, 33rd Floor, Boston, MA 02110
93
Wealthminder
score

John Jagusiak (CRD# 4933330) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 12 years of experience in the finance industry.

7
Lawrence L. Jules
CRD#: 5170157
One International Place, 33rd Floor, Boston, MA 02110
93
Wealthminder
score

Lawrence Jules (CRD# 5170157) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 11 years of experience in the finance industry.

8
Denise L. Kampf
CRD#: 3261940
One International Place, 33rd Floor, Boston, MA 02110
93
Wealthminder
score

Denise Kampf (CRD# 3261940) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 17 years of experience in the finance industry.

9
John V. McManmon
CRD#: 2570396
One International Place, 33rd Floor, Boston, MA 02110
93
Wealthminder
score

John McManmon (CRD# 2570396) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 23 years of experience in the finance industry.

10
Berkeley B. Revenaugh
CRD#: 2351044
633 Menlo Ave, Suite 210, Menlo Park, CA 94025
93
Wealthminder
score

Berkeley Revenaugh (CRD# 2351044) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Menlo Park, CA and has over 19 years of experience in the finance industry.

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