# OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

OPEN WINDOW FINANCIAL SOLUTIONS, LTD. of RENO, NV is an SEC-registered investment adviser.

## Registration

- CRD: 131562
- Type: SEC-registered investment adviser
- SEC file number: 801-114451
- Location: 4741 CAUGHLIN PARKWAY, SUITE 3, RENO, NV, 89519
- Phone: 775-827-0670
- Latest filing: 2026-03-17
- Regulatory AUM: $284.4M
- Discretionary AUM: $284.4M
- Clients: 6
- Accounts: 319

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Robert Hollen | DIRECTOR; PRESIDENT | — |
| Eric Anthony Hollen | OWNER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HOLLEN JOSEPH ROBERT | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HOLLEN ERIC ANTHONY | OWNER; OWNER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131562/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131562/similar
- Related entities: https://search.stillhousedata.com/firm/131562/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131562

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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.