|
⚲
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| The Windmill Group Inc
✚
| |
|---|---|
| CRD # | 8384 |
| SEC # | 801-120154 |
| CIK # | |
| AUM | $32.1 MM (2024-03-29) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 914-277-2700 |
| Address | 253 Route 202 Somers, NY 10589 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 26.2 |
| (b) Individuals (high net worth individuals) | 4 | 5.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 32.1 |
| By Discretionary | ||
| Discretionary | 198 | 32.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 198 | 32.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.1 | |
| Total | 198 | 32.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Digit Advisors LLC
✚
|
CA | 0.0 |
|
O'Brien Capital Management Inc
✚
|
NY | 0.0 |
|
Trio Advisors Inc
✚
|
NY | 0.0 |
|
Matienzo Laffourcade Juan Francisco
✚
|
0.0 | |
|
Secure Investment Management LLC
✚
|
AZ | 0.0 |
|
Majority Asset Management Inc
✚
|
NY | 0.0 |
|
Maderer Keith Daniel
✚
|
NY | 0.0 |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Fiorile & Associates LLC
✚
|
NY | 0.0 |
|
Coastal Private Wealth Management LLC
✚
|
NY | 0.0 |