RIA Intel›Advisers›Massachusetts›WINDHAVEN INVESTMENT MANAGEMENT, INC.

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Advisory

N·BOSTON, MA

Data as of Feb 15, 2018 · Source: SEC Form ADV

Total AUM
$8.1B
1-Year AUM Growth
-9.7%
3-Year CAGR
-21.4%
Employees
22
Assets Under Management
Total AUM$8.1B
Discretionary AUM$8.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees22
Investment Advisers51
Employee Growth (1Y)—
Filing History
Total Filings on Record27
First FilingSep 10, 2010
Latest FilingFeb 15, 2018
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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