Windmark Investment Partners, Inc.

Windmark Investment Partners, Inc. (CRD# 131880) is a financial advisory firm headquartered in Wilmington, DE. They manage $225,558,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2 Righter Parkway, Suite 105, Wilmington, DE 19803
http://www.windmarkip.com
By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $112,779,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE

Financial Advisors at Windmark Investment Partners, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Robert Gooderham, financial advisor Wilmington DE
Robert D. Gooderham
CRD#: 4489319
2 Righter Parkway, Suite 105, Wilmington, DE 19803

Robert Gooderham (CRD# 4489319) is an Investment Advisor Representative working at Windmark Investment Partners, Inc. in Wilmington, DE and has 1 year of experience in the finance industry.

2
Garry Musto, financial advisor Wilmington DE
Garry A. Musto
CRD#: 5035235
2 Righter Parkway, Suite 105, Wilmington, DE 19803

Garry Musto (CRD# 5035235) is an Investment Advisor Representative working at Windmark Investment Partners, Inc. in Wilmington, DE and has over 5 years of experience in the finance industry.

3
Seth Yablonovitz, financial advisor Wilmington DE
Seth J. Yablonovitz
CRD#: 2766627
2 Righter Parkway, Suite 105, Wilmington, DE 19803

Seth Yablonovitz (CRD# 2766627) is an Investment Advisor Representative working at Windmark Investment Partners, Inc. in Wilmington, DE and has 1 year of experience in the finance industry.

4
Daniel Barner, financial advisor Wilmington DE
Daniel E. Barner
CRD#: 5182087
2 Righter Parkway, Suite 105, Wilmington, DE 19803

Daniel Barner (CRD# 5182087) is an Investment Advisor Representative working at Windmark Investment Partners, Inc. in Wilmington, DE and has 1 year of experience in the finance industry.

5
Julia Delack, financial advisor Wheaton IL
Julia E. Delack
CRD#: 7807381
Wheaton, IL

Julia Delack (CRD# 7807381) is an Investment Advisor Representative working at Windmark Investment Partners, Inc. in Wheaton, IL and has 1 year of experience in the finance industry.

6
Andrew Dinger, financial advisor Wilmington DE
Andrew M. Dinger
CRD#: 4510865
2 Righter Parkway, Suite 105, Wilmington, DE 19803

Andrew Dinger (CRD# 4510865) is an Investment Advisor Representative working at Windmark Investment Partners, Inc. in Wilmington, DE and has over 22 years of experience in the finance industry.

7
Daniel Zito, financial advisor Wilmington DE
Daniel E. Zito
CRD#: 2889217
2 Righter Parkway, Suite 105, Wilmington, DE 19803

Daniel Zito (CRD# 2889217) is an Investment Advisor Representative working at Windmark Investment Partners, Inc. in Wilmington, DE and has 1 year 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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