# WINDHAM FINANCIAL SERVICES, INC.

WINDHAM FINANCIAL SERVICES, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 35307
- Type: SEC-registered investment adviser
- SEC file number: 801-70351
- 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)

| Name | Role | Location |
| --- | --- | --- |
| MENDELSOHN PAUL DAVID | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| KAREN KELLY MENDELSOHN | SECRETARY | — |
| LEVINE PAUL HAROLD | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/35307/brochure
- Similar advisers: https://search.stillhousedata.com/firm/35307/similar
- Related entities: https://search.stillhousedata.com/firm/35307/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/35307

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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.