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
Windrose Retirement Income Planners, Inc.
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts69ACCOUNTS
-
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
Registered Investment Advisor
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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