WINDERMERE INVESTMENT ASSOCIATES INC
CRD #109384 SEC #801-55157 PORTLAND, OR 503-228-3941
SEC Registered
Total AUM
$106.9M
Discretionary
$106.9M
Employees
--
Clients
0
Accounts
8
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONAHUE, SEAN, EDWARD | I | BENEFICIAL OWNER | NA | |
| YORK, LAURA, JEAN | I | CHIEF OPERATING OFFICER & COMPLIANCE OFFICER | NA | |
| JACOB, NANCY, LOUISE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 25, 2004 REGISTERED
Notice Filings (1)
OR
Address
121 SW MORRISONSUITE 925
PORTLAND, OR 97204
USA
Phone: 503-228-3941