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WINDMARK INVESTMENT PARTNERS, INC.

SEC Form ADV profile.

Total regulatory AUM
$233,287,932
Discretionary
$233,287,932
Non-discretionary
$0

Firm details

CRD number
131880
SEC file number
801-63587
Main office
WILMINGTON, DE, United States
Employees
14
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of November 2026.