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Windmark Investment Partners, Inc.

● SEC registered since 2004CRD 131880SEC# 801-63587Wilmington, DE
Export (members)
Reg. AUM
$225.1M
Employees
14
Accounts
2
Location
Wilmington, DE

Windmark Investment Partners, Inc. assets under management

Windmark Investment Partners, Inc. is an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 2004. It reports $225.1 million in regulatory assets under management and employs 14 people.
www.windmarkip.comView on SEC.gov ↗

Windmark Investment Partners, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Garry A Musto ControlManaging Director And Shareholder25-50%2017
Robert Donald Gooderham ControlManaging Director And Shareholder25-50%2017
Robert Donald Gooderham ControlPresident And Chief Operating Officer25-50%2004
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Frequently asked questions

How much does Windmark Investment Partners, Inc. manage?

Windmark Investment Partners, Inc. reports $225.1 million in regulatory assets under management on its Form ADV.

How many employees does Windmark Investment Partners, Inc. have?

Windmark Investment Partners, Inc. reports 14 employees.

Where is Windmark Investment Partners, Inc. located?

Windmark Investment Partners, Inc. is based in Wilmington, DE and has been SEC-registered since 2004.

Does Windmark Investment Partners, Inc. disclose fund performance?

Windmark Investment Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Righter Parkway, Suite 105, Wilmington, DE 19803
Phone302-691-0228
Fax302-655-7348
Office hours9:00a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225.1M
Non-discretionary$0
Total (RAUM)$225.1M