Open Window Financial Solutions, Ltd. is a reputable investment advisory firm based out of Reno, NV, specializing in providing comprehensive financial solutions to high net worth individuals. With a total of five dedicated employees, three of whom are experienced investment advisors, the company maintains a strong focus on delivering exceptional service and achieving superior financial outcomes for their clients.
As a testament to their expertise, Open Window Financial Solutions manages an impressive average of approximately $1,084,650,000 in assets per investment advisor, surpassing industry standards. Their compensation structu...
See more
Loading...
Assets Under Mgmt
$184.47M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.