Kenneth
Polay
Windrose Advisors LLC
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About this Advisor
Kenneth Polay is a financial advisor based in Waltham, Massachusetts, working with Windrose Advisors LLC. Kenneth has previously held positions at Windrose Advisors, LLC, formerly known as Fireman Capital Advisors. Kenneth is registered to provide services in Massachusetts. Currently, Kenneth is part of Windrose Advisors LLC, which operates out of Waltham, Massachusetts. The firm has 23 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Windrose Advisors LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Windrose Advisors LLC Brokerage Details
$2,503,397,523
23
508
$4,927,948
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kenneth Polay Work History
Windrose Advisors,LLC- Formerly Fireman Capital Advisors
Disclosures
Please visit the SEC profile of Kenneth Polay 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 Windrose Advisors LLC
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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