WYNDFALL FINANCIAL INC
Firm details
- Headquarters
- HAMILTON, Montana
- CRD number
- 300237
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wyndfall Financial Inc. operates as a corporation that provides a range of financial services, primarily focusing on portfolio management for individuals and small businesses. The firm is owned by an individual and is classified as unclassified, indicating a diverse range of activities without a specific designation. Wyndfall Financial Inc. engages in educational seminars and workshops, enhancing its service offerings to clients. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents80%
- Exchange Traded Equities20%
Contacts
2 of 2GARY ERICKSON
President, Financial AdvisorCRD 5528109
Erickson Sue
Vice President And SecretaryCRD 7057309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HAMILTON, MT
RAVALLI
Location
HAMILTON, MT
Headquartered in HAMILTON, MT, in the West of the United States.
- Region
- West
- County
- RAVALLI
- Address
- 1591 N 1st St
- Time zone
- MT (UTC-7)
- Office locations
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