Windham Financial Services, Inc.
Windham Financial Services, Inc. (CRD# 35307) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $13,536,865 in 63 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Windham Financial Services, Inc.
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts63ACCOUNTS
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Average Account Value$214,871
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, MA, NY, VT
Financial Advisors at Windham Financial Services, Inc.
1
Paul Mendelsohn (CRD# 2011585) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Steamboat Springs, CO and has over 30 years of experience in the finance industry.
2
Michael Oconnor (CRD# 730847) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Steamboat Springs, CO and has over 42 years of experience in the finance industry.
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