← Tributary

THE WINDMILL GROUP, INC.

SOMERS, NY · CRD 8384 · IAPD ↗ · (914) 277-2700

$32.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — THE WINDMILL GROUP, INC. (SOMERS, NY) left the SEC roster (was $32.1M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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