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).

By the Numbers
  • Total Assets Under Management
    2,368
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $17,287,867
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA

Financial Advisors at Windrose Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
William A. Heitin
CRD#: 5736775
Watermill Center, 800 South Street, Suite 600, Waltham, MA 02453

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.

2
Kenneth R. Polay
CRD#: 5059254
800 South Street, Suite 600, Waltham, MA 02453

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.

3
Paul S. Pomerantz
CRD#: 5751736
800 South Street, Suite 600, Waltham, MA 02453

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.

4
Gildas Quinquis
CRD#: 6468455
Watermill Center, 800 South Street, Suite 600, Waltham, MA 02453

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.

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