SEC Form ADV

OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

Firm profile: Open Window Financial Solutions — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNV

$284.4M

Assets Under Management

319

Total Clients

Employees

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Registration Details

Accession: CRD-131562
Location: RENO, NV
Filing Date: March 17, 2026
AUM: $284.4M
Total Clients: 319
Institutional Clients: 10
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

OPEN WINDOW FINANCIAL SOLUTIONS, LTD. is a registered investment adviser headquartered in RENO, NV, managing approximately $284.4M in assets across 319 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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