Windrose Advisors
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
800 South St Ste 600, Waltham, Massachus...Phone Number
(617) 421-1750Website
www.windroseadvisor.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Windrose Advisors
Windrose Advisors is an independent boutique wealth management firm that specializes in providing sophisticated, customized investment advice to ultra-high-net-worth families, endowments, and foundations. Founded in 2009 by three ultra-high-net-worth families and experienced institutional investment professionals, the firm manages approximately $4 billion in assets under advisement. Their investment philosophy emphasizes long-term, diversified strategies designed to protect and grow wealth across market cycles. With an average of over 25 years of experience among their partners and directors, Windrose Advisors is committed to a personalized and transparent approach built on trust.Explore more
Windrose Advisors Org Chart
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Windrose Advisors financials insights
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2020
Debt
$150K
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Windrose Advisors is an independent boutique wealth management firm that specializes in providing sophisticated, customized investment advice to ultra-high-net-worth families, endowments, and foundations. Founded in 2009 by three ultra-high-net-worth families and experienced institutional investment professionals, the firm manages approximately $4... Read More
