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WINDMARK INVESTMENT PARTNERS, INC.

CRD 131880 · SEC 801-63587

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2 RIGHTER PARKWAY, SUITE 105, WILMINGTON, DE, 19803, United States

Phone

302-691-0228

Fax

302-655-7348

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$233.3M

Discretionary AUM

$233.3M

Team

14 total employees; 12 advisory reps; 5 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Portfolio management (institutions)Pension consultingSelection of other advisers

States served

DE

All web addresses on file

Official SEC filing: View on IAPD