WINDMARK INVESTMENT PARTNERS, INC. is a Wilmington, Delaware based financial advisory firm with nearly $225,128,000 in assets under management and provides investment advisory services for 2 clients. There are currently 14 financial advisors at the firm.
General Information |
| Firm CRD#: | 131880 | |
| SEC#: | 801-63587 | |
| Assets under Management: | $225,128,000 | |
| No. of Clients: | 2 | |
| No. of Advisors: | 14 | |
| Advisory Services Provided: | Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BDFS CAPITAL LLC | 287680 | 801-120724 | 1653 | 8 | $325,153,356 |
| BIG INVESTMENT SERVICES | 291437 | 801-112462 | 1330 | 5 | $282,971,681 |
| LOKKEN INVESTMENT GROUP, LLC | 283696 | 801-114384 | 1231 | 5 | $301,878,367 |
| GREY FOX WEALTH ADVISORS, LLC | 307172 | 801-122007 | 1199 | 9 | $544,140,011 |
| CROWLEY WEALTH MANAGEMENT, INC. | 112368 | 801-29207 | 997 | 5 | $350,375,743 |
| BLUE ROCK FINANCIAL GROUP | 298558 | 801-117998 | 838 | 7 | $335,047,553 |
| WESTOVER CAPITAL ADVISORS, LLC | 126520 | 801-64380 | 597 | 8 | $401,243,103 |
| INVESTMENT MANAGEMENT & PLANNING LLC | 146041 | 801-107553 | 497 | 3 | $197,398,269 |
| N1 ADVISORS | 147048 | 801-69525 | 450 | 6 | $346,289,540 |
| BCM WEALTH MANAGEMENT | 122434 | 801-110693 | 439 | 5 | $294,492,808 |
| WILMINGTON TRUST INVESTMENT MANAGEMENT | 19396 | 801-41081 | 76 | 12 | $188,937,651 |
| BENCH WALK ADVISORS LLC | 313945 | 801-125767 | 66 | 15 | $333,050,450 |
| CORTEN REAL ESTATE MANAGEMENT LLC | 321897 | 801-126642 | 9 | 14 | $468,834,534 |
| WILMINGTON TRUST ASSET MANAGEMENT, LLC | 325489 | 801-127565 | 4 | 46 | $290,463,182 |
| WINDMARK INVESTMENT PARTNERS, INC. | 131880 | 801-63587 | 2 | 14 | $225,128,000 |