Windermere Investment Associates, LLC is an adviser based in Portland. It manages $18.85 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Oregon.
Windermere Investment Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Windermere Investment Associates, LLC is $18.85 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Windermere Investment Associates, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nancy Louise Jacob has been acting as President since 1 Apr 2004. David Bruce Elliott joined the executive team most recently as the Chief Compliance Officer.
The principal office where Windermere Investment Associates, LLC performs its advisory services is located at 121 S W Morrison, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-228-3941 or by fax 503-228-3989. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.windinvest.com.