William
Heitin

Windrose Advisors LLC

CRD#5736775
Investment Advisor
in Waltham, MA

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About this Advisor

William Heitin is a financial advisor operating in Waltham, Massachusetts who has 13 years of relevant experience. Heitin works at Windrose Advisors LLC. They have been employed by Windrose Advisors Llc for all of their career. Heitin maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Florida and Massachusetts. Windrose Advisors LLC is an advisory company that has its headquarters in Waltham, MA. It handles $2 billion in assets under management among its 137 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 137 customer accounts, 50% are held by high-net-worth clients who have at least $1 million in investable assets. Windrose Advisors LLC offers a number of services, such as 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Windrose Advisors LLC may include asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Watermill Center 800 South Street, Suite 600
Waltham, MA 02453

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Windrose Advisors LLC Brokerage Details

Total Assets Under Management

$2,368,437,754

MA Average: $16,012,751,954
Total Number of Employees

20

MA Average: 118
Total Number of Accounts

137

MA Average: 4,567
Average Account Size

$17,287,867

MA Average: $3,506,186

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

William Heitin Work History

William has been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Windrose Advisors,LLC- Formerly Fireman Capital Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Heitin 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

Kenneth Polay
Waltham, MA
William Heitin
Waltham, MA
Paul Pomerantz
Waltham, MA
Paul Mutch
Waltham, MA
Gildas Quinquis
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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