Windemere Advisors, LLC

Windemere Advisors, LLC (CRD# 283556) is a financial advisory firm headquartered in Valdosta, GA. They manage $19,223,681 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2701 Windemere Drive, Valdosta, GA 31602
https://www.windemereadvisors.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $310,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AL, GA

Financial Advisors at Windemere Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Hogan, financial advisor Valdosta GA
Samuel R. Hogan
CRD#: 6520660
2701 Windemere Drive, Valdosta, GA 31602

Samuel Hogan (CRD# 6520660) is an Investment Advisor Representative working at Windemere Advisors, LLC in Valdosta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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