# WINDERMERE INVESTMENT ASSOCIATES INC

WINDERMERE INVESTMENT ASSOCIATES INC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 109384
- Type: SEC-registered investment adviser
- SEC file number: 801-55157
- Location: 121 SW MORRISON, SUITE 925, PORTLAND, OR, 97204
- Phone: 503-228-3941
- Latest filing: 2004-03-24
- Regulatory AUM: $106.9M
- Discretionary AUM: $106.9M
- Clients: 11
- Accounts: 8

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [JACOB NANCY LOUISE](https://search.stillhousedata.com/person/750959) | PRESIDENT | — |
| [YORK LAURA JEAN](https://search.stillhousedata.com/person/767723) | CHIEF ADMINISTRATIVE OFFICER & COMPLIANCE OFFICER; CHIEF OPERATING OFFICER & COMPLIANCE OFFICER | — |
| [DONAHUE SEAN EDWARD](https://search.stillhousedata.com/person/784229) | BENEFICIAL OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109384/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109384/similar
- Related entities: https://search.stillhousedata.com/firm/109384/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109384

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.