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Financial Advisor
Illinois
Naperville
WINDROCK WEALTH MANAGEMENT

WINDROCK WEALTH MANAGEMENT

Tel: 312-650-9593 225 West Jefferson Avenue, Suite 2 Naperville, Illinois 60540

About WINDROCK WEALTH MANAGEMENT

WINDROCK WEALTH MANAGEMENT is a Naperville, Illinois based financial advisory firm with nearly $415,293,280 in assets under management and provides investment advisory services for 345 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

166124

Firm SEC#:

801-106722

Assets Under Management:

$415,293,280

No. of Clients:

345

No. of Advisors:

4

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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