Be advised. This firm is no longer registered.

Windrose Retirement Income Planners, Inc.

Windrose Retirement Income Planners, Inc. (CRD# 123297) is a financial advisory firm headquartered in Reno, NV. They manage $7,525,920 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $109,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NV

Financial Advisors at Windrose Retirement Income Planners, Inc.
No Advisor Found.
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