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Financial Advisor
Massachusetts
Waltham
WINDROSE ADVISORS LLC

WINDROSE ADVISORS LLC

Tel: (617) 421-1750 Watermill Center 800 South Street, Suite 600 Waltham, Massachusetts 02453

About WINDROSE ADVISORS LLC

WINDROSE ADVISORS LLC is a Waltham, Massachusetts based financial advisory firm with nearly $2,503,397,523 in assets under management and provides investment advisory services for 508 clients. There are currently 23 financial advisors at the firm.

General Information
Firm CRD#:

152145

Firm SEC#:

801-70859

Assets Under Management:

$2,503,397,523

No. of Clients:

508

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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