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) 425-7755Website
www.windhamfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
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
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Revenue
Number of Employees
Type
Funding
Founded In
Windham Financial Service...
<$5M
1-10
Private
-
1997
N/A
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
Company Profile 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
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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... Read More
