WINDROSE ADVISORS

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Windrose Advisors is an independent boutique wealth management firm that delivers sophisticated, customized investment advice.

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WINDROSE ADVISORS

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Industry:
Financial Services Wealth Management

Founded:
2009-01-01

Address:
Waltham, Massachusetts, United States

Country:
United States

Website Url:
http://www.windroseadvisor.com

Total Employee:
11+

Status:
Active

Contact:
617.421.1750

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

dan-fireman_image

Dan Fireman
Dan Fireman Founder & Managing Member @ Windrose Advisors
Founder & Managing Member
2009-01-01

gildas-quinquis_image

Gildas Quinquis
Gildas Quinquis Chief Investment Officer & Partner @ Windrose Advisors
Chief Investment Officer & Partner

william-a-heitin_image

William A. Heitin
William A. Heitin Founding Partner, Chief Financial & Chief Operating Officer @ Windrose Advisors
Founding Partner, Chief Financial & Chief Operating Officer

john-d-haase_image

John D. Haase
John D. Haase Founder & Managing Partner @ Windrose Advisors
Founder & Managing Partner

Founder


dan-fireman_image

Dan Fireman

john-d-haase_image

John D. Haase

william-a-heitin_image

William A. Heitin

Official Site Inspections

http://www.windroseadvisor.com

  • Host name: smartserver-001.trprodweb.com
  • IP address: 88.99.175.170
  • Location: Germany
  • Latitude: 51.2993
  • Longitude: 9.491
  • Timezone: Europe/Berlin

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More informations about "Windrose Advisors"

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A Shared Vision. At Windrose, we are rewriting the wealth management playbook. Our expertise is crafted to the specific needs of our clients. We are mutually invested in every relationship and deliver uncompromising honesty in โ€ฆSee details»

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Windrose Advisors Management Team | Org Chart - RocketReach

Windrose Advisors employs 24 employees. The Windrose Advisors management team includes William Heitin (President and Founding Partner), Terry Mullen (Chief Revenue Officer (CRO)), โ€ฆSee details»

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Client Experience - Windrose Advisors

An Enlightened Client Experience โ€œOur clientsโ€™ interests always come firstโ€ isnโ€™t a tag line, itโ€™s the very reason we exist. Weโ€™re immensely proud of our clients and advise successful โ€ฆSee details»

Windrose Advisors LLC (Waltham) | Adviser Rankings - wallmine

Fees & Commissions. The advisory firm has several streams of revenue. Clients pay Windrose Advisors LLC for their services and products based on a percentage of assets under โ€ฆSee details»

Windrose Advisors LLC Company Profile - Dun & Bradstreet

Windrose Advisors LLC Company Profile | Waltham, MA | Competitors, Financials & Contacts - Dun & BradstreetSee details»

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Aug 13, 2024 Windrose Advisors, registered in 2009, serves 4 state(s) with a licensed staff of 5 advisors. Windrose Advisors manages $2.5 billion and provides investment advisory services โ€ฆSee details»

Philosophy - Windrose Advisors

An Individualized Investment Philosophy. Patience, independence, confidence and expertise are a powerful combination. Our investment team has over 140 years of practical investing โ€ฆSee details»

Windrose Advisors | Institution Profile | PERE

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Windrose Advisors: Revenue, Competitors, Alternatives - Growjo

Windrose Advisors is an independent boutique wealth management firm that delivers sophisticated, customized investment advice to a select group of families, foundations, and โ€ฆSee details»

Contact - Windrose Advisors

CONTACT. Watermill Center 800 South Street, Suite 600 Waltham, MA 02453 T: 617.421.1750. E: [email protected]See details»

Windrose Advisors Email Format | windroseadvisor.com Emails

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News - Windrose Advisors

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