$34.8M Total AUM
$34.8M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-18-1996
- Office Locations
- 1
Office Locations
-- Redwood City CA
About Windy Hill Ventures, Inc.
Windy Hill Ventures, Inc. is a Redwood City, CA registered investment advisor led by president Mark Avery Muntean. The firm provides discretionary portfolio management and planning support including estate planning, business succession, and insurance coordination, with a focus on entrepreneurs. Portfolios emphasize active asset allocation using primarily mutual funds and some ETFs, custodied at Schwab.
Team overview
66 AVG AGE
$34.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
29.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
MARK AVERY MUNTEAN
President, Registered Investment Advisor
- CRD
- #2777432
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,849,881 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,849,881 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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