Windham Financial Services

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

1875 Medicine Springs Dr Unit 4306, Stea...

Phone Number

(802) 425-7755

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Windham Financial Services

Windham Financial Services, Inc. specializes in wealth management, portfolio design, and institutional consulting, offering tailored investment strategies to both individual and institutional clients since 1983. The company focuses on minimizing market risk through diversified investment products and risk management strategies, aiming to enhance performance and protect wealth over the long term. Their services include customized fee-based portfolio management, ongoing research, and consulting for institutional portfolio managers. With over 90 years of combined experience, Windham Financial emphasizes understanding client needs and providing quality investment advice.Explore more
Windham Financial Services's Social MediaPopular SearchesWindham Financial Services IncWindham Financial ServicesWindham FinancialWindham & Reed CPA LLCWindham Enterprises LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windham Financial Service...

<$5M
1-10
Private
-
1997
N/A
$8.6M
11-50
Private
<$5M
1988
BN
Beck NygardSenior Vice President, Wealth Advisor
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
11-50
Private
-
2001
HK
Harry KarageorgeVice President
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Windham Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Windham Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Windham Financial Services.

Windham Financial Services Tech Stack

A closer look at the technologies used by Windham Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Windham Financial Services

What is Windham Financial Services's official website?
Windham Financial Services's official website is www.windhamfinancial.com
What is Windham Financial Services's Revenue?
Windham Financial Services's revenue is <$5 Million
What is Windham Financial Services's SIC code?
Windham Financial Services's SIC: 62,628
What is Windham Financial Services's NAICS code?
Windham Financial Services's NAICS: 52,523
How many employees does Windham Financial Services have?
Windham Financial Services has 1-10 employees
What industry does Windham Financial Services belong to?
Windham Financial Services is in the industry of: Finance, Securities Trading
What is Windham Financial Services competition?
Windham Financial Services top competitors include: Telos Capital Management, The Institute for Wealth Management, Evanson Asset Management, Journey Capital Advisers
What technology does Windham Financial Services use?
Some of the popular technologies that Windham Financial Services uses are: F5 Silverline DDoS Protection, MonsterCommerce, Smarsh, Google Font API
How do I contact Windham Financial Services?
Windham Financial Services contact info: Phone number: (802) 425-7755 Website: www.windhamfinancial.com
What does Windham Financial Services do?

Windham Financial Services, Inc. specializes in wealth management, portfolio design, and institutional consulting, offering tailored investment strategies to both individual and institutional clients since 1983. The company focuses on minimizing market risk through diversified investment products and risk management strategies, aiming to enhance pe... rformance and protect wealth over the long term. Their services include customized fee-based portfolio management, ongoing research, and consulting for institutional portfolio managers. With over 90 years of combined experience, Windham Financial emphasizes understanding client needs and providing quality investment advice.Read More

What are Windham Financial Services social media links?
Windham Financial Services Linkedin page Windham Financial Services Twitter page
Is Windham Financial Services a public company?
Windham Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Windham Financial Services

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