$2.7B Total AUM
$982.5M Disc. AUM
4.1% 3Y CAGR
23 Employees
153 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-18-2009
- Office Locations
- 2
Office Locations
800 South Street, Suite 600 Holbrook MA
Watermill Center 800 South Street, Suite 600 Waltham MA
About Windrose Advisors LLC
Windrose Advisors LLC is a Waltham-based RIA with 2 offices. The firm has been operating for 16 years. Managing $2.7B in total assets under management, with 8 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
44 AVG AGE
$333.6M AVG AUM / ADVISOR
$17.4M AVG AUM / CLIENT
9.4 yrs AVG TENURE
23 Employees
8 Advisory Reps
7 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM A HEITIN
Advisor, Chief Executive Officer, President
- CRD
- #5736775
- Ownership
- 5% but less than 10%
Available
Available
Available
PAUL KENNETH MUTCH
Advisor, MANAGING DIRECTOR
- CRD
- #2822345
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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Reilly Thomas Dahlquist
Vice President
- CRD
- #8030104
Available
Available
Available
T
Tom Ducey
Vice President
- CRD
- --
Available
Available
Available
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $982,503,159 | $44,659,235 |
| Non-Discretionary | $1,686,509,657 | $2,917,837 |
| Total | $2,669,012,816 | $4,448,355 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Private Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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