Windrose Advisors LLC
Windrose Advisors LLC (CRD# 152145) is a financial advisory firm headquartered in Waltham, MA. They manage $2,368,437,754 in 137 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management2,368MILLION
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Total Number of Accounts137ACCOUNTS
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Average Account Value$17,287,867
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
CA, FL, IL, MA
William Heitin (CRD# 5736775) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 13 years of experience in the finance industry.
Kenneth Polay (CRD# 5059254) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has 1 year of experience in the finance industry.
Paul Pomerantz (CRD# 5751736) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has over 13 years of experience in the finance industry.
Gildas Quinquis (CRD# 6468455) is an Investment Advisor Representative working at Windrose Advisors LLC in Waltham, MA and has 1 year of experience in the finance industry.