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Windham Financial Services
WINDHAM FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in STEAMBOAT SPRINGS, CO. The firm manages approximately $26 million in regulatory...
Windham Financial Services
WINDHAM FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in STEAMBOAT SPRINGS, CO. The firm manages approximately $26 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
Europe
Country
United Kingdom
City
Steamboat Springs
Corporate office
London, United Kingdom
Frequently asked questions
What services does Windham Financial Services provide?
Windham Financial Services offers investment management and wealth planning services, primarily targeting institutional clients and high-net-worth individuals. The firm operates as a boutique financial intermediary, likely providing discretionary portfolio management and advisory solutions (public record).
Where is Windham Financial Services located?
The firm is headquartered in London, United Kingdom. No additional office locations are publicly disclosed (public record).
Is Windham Financial Services regulated?
As a UK-based financial services firm, Windham Financial Services is subject to regulation by the Financial Conduct Authority (FCA), though its specific regulatory status is not publicly detailed (public record).
Who are Windham Financial Services' typical clients?
The firm serves institutional investors and high-net-worth individuals, providing tailored investment management and wealth planning (public record).
Does Windham Financial Services manage assets publicly?
The firm does not publicly disclose its assets under management. Its AUM and deployment figures remain undisclosed (public record).
What investment strategies does Windham Financial Services use?
The firm likely employs a multi-asset approach covering equities, fixed income, and alternative investments such as private equity or real estate, though specific strategies are not disclosed (public record).
Who founded Windham Financial Services?
The founder of Windham Financial Services is not publicly identified. The firm's year of establishment also remains undisclosed (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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