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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- AlphaSummit +more
- Established Date
- 06-02-2004
- Office Locations
- 1
Office Locations
About Open Window Financial Solutions, Ltd.
Open Window Financial Solutions is a Reno-based, fee-only advisory firm providing objective, transparent financial planning and portfolio management with an emphasis on tax-efficient, long-term, cost-aware investing. The firm commonly serves high-earning professionals (including physicians), established families, and younger professionals, and also advises retirement plans, trusts, and endowments on fiduciary portfolio structure. Custody includes Schwab.
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Owner & Executives
ERIC ANTHONY HOLLEN
Owner & Advisor
- CRD
- #6004171
- Ownership
- 75% or more
JOSEPH ROBERT HOLLEN
Founder & Advisor
- CRD
- #4801382
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brendan Scott Keely
Financial Planning Analyst
- CRD
- #8156256
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,403,489 | $891,547 |
| Non-Discretionary | $0 | -- |
| Total | $284,403,489 | $891,547 |
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Separately Managed Accounts
Total SMA Asset: $284,403,489
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $649,118,375 | 35.9% |
| Cash | $634,653,341 | 35.1% |
| Equity - Exchange | $524,357,462 | 29.0% |
| Total | $1,808,129,178 | 100.0% |