Windrock Wealth Management
Windrock Wealth Management (CRD# 166124) is a financial advisory firm headquartered in Naperville, IL. They manage $415,293,280 in 345 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management415MILLION
-
Total Number of Accounts345ACCOUNTS
-
Average Account Value$1,203,749
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, IL
Financial Advisors at Windrock Wealth Management
1
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.
2
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.
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