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| Keyboard |
| Open Window Financial Solutions Ltd
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|---|---|
| CRD # | 131562 |
| SEC # | 801-114451 |
| CIK # | |
| AUM | 284.4 M (2026-03-17) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 775-827-0670 |
| Address | 4741 Caughlin Parkway Reno, NV 89519 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 15.9 |
| (b) Individuals (high net worth individuals) | 65 | 236.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 32.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 319 | 284.4 |
| By Discretionary | ||
| Discretionary | 319 | 284.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 319 | 284.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.4 | |
| Total | 319 | 284.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Financial Planners LLC
✚
|
OR | 284.8 M |
|
Oak Advisors LLC
✚
|
SC | 284.7 M |
|
Oath Planning LLC
✚
|
OK | 284.7 M |
|
Benningfield Financial Advisors LLC
✚
|
CA | 284.3 M |
|
Paul J Glashofer Enterprises Inc
✚
|
284.3 M | |
|
The Foundry Financial Group Inc
✚
|
NH | 284.2 M |
|
Freeman Will & Niemeier Inc
✚
|
IN | 284.2 M |
|
Smith Brown & Groover Inc
✚
|
GA | 284.2 M |
|
Cane Capital Partners LLC
✚
|
LA | 284.1 M |
|
Bespoke Advisory LLC
✚
|
CO | 284.0 M |