Be advised. This firm is no longer registered.

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).

Current Firm Details
One International Place, 33rd Floor, Boston, MA 02110
http://www.windhaveninvestments.com
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
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.
No Advisor Found.

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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