WINDWARD WEALTH STRATEGIES, INC. - Financial Advisor in Wisconsin, Oshkosh

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Wisconsin, Oshkosh

FirmCRD#:305030

SEC#:801-117229

No. of Advisors:15

No. of Clients:1781

AUM:$418,956,017

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

AEGIS FINANCIAL

305030

801-117229

1781

$418,956,017

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