Windrock Wealth Management
Windrock Wealth Management (CRD# 166124) is a financial advisory firm headquartered in Naperville, IL. They manage $136,055,494 in 107 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management136MILLION
Total Number of Accounts107ACCOUNTS
Average Account Value$1,271,547
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Christopher Casey (CRD# 6587454) is an Investment Advisor Representative working at Windrock Wealth Management in Naperville, IL and has 1 year of experience in the finance industry.
Brett Rentmeester (CRD# 2631078) is an Investment Advisor Representative working at Windrock Wealth Management in Naperville, IL and has 1 year of experience in the finance industry.