The Windmill Group Inc

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Assets, Funds, Holdings

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The Windmill Group Inc
CRD #8384
SEC #801-120154
CIK #
AUM
Employees 4 (75% Investors, 50% Brokers)
Phone914-277-2700
Address253 Route 202
Somers, NY 10589
Source [IAPD] [Website]
Total AUM ($M)
504030201002009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 189 26.2
(b) Individuals (high net worth individuals) 4 5.9
(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 0 0.0
(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 198 32.1
By Discretionary
Discretionary 198 32.1
Non-Discretionary 0 0.0
Total 198 32.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 32.1
Total 198 32.1
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