Company profile
Windfall Advisors
"Sudden" Wealth Management. Award Winning! Fee-Only Fiduciary RIA Registered Investment Advisor firm for over a Decade.
- Industry
- Investment Management
- Employees
- 1
- Headquarters
- Santa Monica, CA
- Founded
- 2020
- LinkedIn followers
- 100
- Office locations
- 3
Windfall Advisors company summary
Windfall Advisors is a company in the Investment Management industry, headquartered in Santa Monica, CA, founded in 2020. On LinkedIn the company has around 1 employees and 100 followers. The company lists 3 office locations. Its listed specialties include Investment Management, Investment Advice, Financial Planning, Sudden Wealth Specialist, Risk Management.
What technology does Windfall Advisors use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Windfall Advisors
Sudden Wealth Specialists. FEE-ONLY, FIDUCIARY. A Registered Investment Advisory firm specializing in managing sudden wealth assets for recipients across the country. For over a decade, we’ve been protecting, planning, and growing financial windfalls into lasting legacy’s. Inheritance. Selling your business or property. Won the Lotto. Won a Settlement. Divorce..
Specialties
Where is Windfall Advisors located?
Windfall Advisors lists 3 office locations.
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|---|---|---|---|---|
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Frequently asked questions about Windfall Advisors
What does Windfall Advisors do?
Sudden Wealth Specialists. FEE-ONLY, FIDUCIARY. A Registered Investment Advisory firm specializing in managing sudden wealth assets for recipients across the country. For over a decade, we’ve been protecting, planning, and growing financial windfalls into lasting legacy’s. Inheritance. Selling your business or property. Won the Lotto. Won a Settlement. Divorce..
How many employees does Windfall Advisors have?
Windfall Advisors has around 1 employees on LinkedIn.
Where is Windfall Advisors headquartered?
Windfall Advisors is headquartered in Santa Monica, CA.
Where does Windfall Advisors have offices?
Windfall Advisors lists 3 office locations, including Santa Monica, CA, US; New York, New York, US; Newport Beach, California, US.
When was Windfall Advisors founded?
Windfall Advisors was founded in 2020.
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