Open Window Financial Solutions, Ltd.
Open Window Financial Solutions, Ltd. is an SEC-registered ria in Reno, NV with $284.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Open Window Financial Solutions, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131562, SEC 801-114451, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $284.4M (2026-03-17)
- Firm type
- Ria
- Location
- Reno, NV
- Employees
- 6
- Clients
- 101
- CRD
- 131562
- Ownership
- HOLLEN, JOSEPH, ROBERT; HOLLEN, ERIC, ANTHONY
How much AUM does Open Window Financial Solutions, Ltd. have?
Open Window Financial Solutions, Ltd. reported $284.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Open Window Financial Solutions, Ltd.?
Disclosed owners and executives of Open Window Financial Solutions, Ltd. include HOLLEN, JOSEPH, ROBERT, HOLLEN, ERIC, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.