WYNDFALL FINANCIAL INC

WYNDFALL FINANCIAL INC of HAMILTON, MT is an SEC-registered investment adviser (CRD 300237). Regulatory assets under management: $2.1M.

Registration

• CRD: 300237
• Type: Registered investment adviser
• Location: 1591 N. 1ST ST., HAMILTON, MT, 59840
• Phone: 406-363-7288
• Latest filing: 2025-04-17
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Accounts: 13

Business model

Compensation: % of AUM, Other.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300237 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search