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OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

RENO, NV · CRD 131562 · IAPD ↗ · openwindowfs.com · 775-827-0670

$284.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — OPEN WINDOW FINANCIAL SOLUTIONS, LTD. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.