WINDHAM FINANCIAL SERVICES, INC.

WINDHAM FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 35307). Regulatory assets under management: $25.7M.

Registration

• CRD: 35307
• SEC file number: 801-70351
• Type: Registered investment adviser
• Phone: 802-488-4400
• Latest filing: 2026-03-27
• Regulatory AUM: $25.7M
• Discretionary AUM: $25.7M
• Clients: 2
• Accounts: 61

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 35307 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search