Daniel
Zito
Windmark Investment Partners, Inc
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About this Advisor
Daniel Zito is a financial advisor based in Wilmington, Delaware, working with Windmark Investment Partners, Inc. Daniel has previously held positions at Arlington County and Windmark Investment Partners, Inc. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Delaware. Currently, Daniel is part of Windmark Investment Partners, Inc, which operates out of Wilmington, Delaware. The firm has 2 offices and 15 employees. The firm manages assets totaling $225.6 million. The services offered by the firm include portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Windmark Investment Partners, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Windmark Investment Partners, Inc Brokerage Details
$225,558,000
15
2
$112,779,000
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Zito Work History
Windmark Investment Partners, Inc
Arlington County
Disclosures
Please visit the SEC profile of Daniel Zito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Windmark Investment Partners, Inc
Wilmington, DE
Wheaton, IL
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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