WINDWARD WEALTH STRATEGIES, INC.
Tel: 920-230-2215 2370 State Road 44 Suite A Oshkosh, Wisconsin 54904
About WINDWARD WEALTH STRATEGIES, INC.
WINDWARD WEALTH STRATEGIES, INC. is a Oshkosh, Wisconsin based financial advisory firm with nearly $184,257,946 in assets under management and provides investment advisory services for 386 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
175126
Firm SEC#:
801-81031
Assets Under Management:
$184,257,946
No. of Clients:
386
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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