OPEN WINDOW FINANCIAL SOLUTIONS, LTD.
CRD #131562 SEC #801-114451 RENO, NV 775-827-0670
SEC Registered
Total AUM
$245.8M
Discretionary
$245.8M
Employees
6
Clients
51
Accounts
346
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $245.8M | $245.8M | $0 | 6 | 0 |
| Mar 2025 | $245.8M | $245.8M | $0 | 6 | 0 |
| Feb 2025 | $245.8M | $245.8M | $0 | 6 | 0 |
| Feb 2025 | $245.8M | $245.8M | $0 | 6 | 0 |
| Sep 2024 | $223.7M | $223.7M | $0 | 5 | 0 |
| Apr 2024 | $223.7M | $223.7M | $0 | 5 | 0 |
| Mar 2024 | $223.7M | $223.7M | $0 | 5 | 0 |
| Mar 2023 | $184.5M | $184.5M | $0 | 5 | 0 |
| Mar 2023 | $184.5M | $184.5M | $0 | 5 | 0 |
| Oct 2022 | $186.1M | $186.1M | $0 | 5 | 0 |
| Mar 2022 | $186.1M | $186.1M | $0 | 5 | 0 |
| Mar 2022 | $186.1M | $186.1M | $0 | 5 | 0 |
| Oct 2021 | $143.8M | $143.8M | $0 | 4 | 0 |
| Oct 2021 | $143.8M | $143.8M | $0 | 4 | 0 |
| Apr 2021 | $143.8M | $143.8M | $0 | 4 | 0 |
| Mar 2021 | $143.8M | $143.8M | $0 | 4 | 0 |
| Mar 2021 | $143.8M | $143.8M | $0 | 4 | 0 |
| Mar 2021 | $143.8M | $143.8M | $0 | 4 | 0 |
| Jun 2020 | $130.6M | $130.6M | $0 | 4 | 0 |
| Mar 2020 | $130.6M | $130.6M | $0 | 4 | 0 |
| Apr 2019 | $115.3M | $115.3M | $0 | 4 | 0 |
| Mar 2019 | $115.3M | $115.3M | $0 | 4 | 0 |
| Nov 2018 | $120.8M | $120.8M | $0 | 2 | 0 |
| Jun 2012 | $55.5M | $55.5M | $0 | 1 | 26 |
| May 2012 | $55.5M | $55.5M | $0 | 1 | 26 |
| Mar 2012 | $55.5M | $55.5M | $0 | 1 | 26 |
| Mar 2012 | $55.5M | $55.5M | $0 | 1 | 26 |
| Dec 2011 | $56.8M | $56.8M | $0 | 1 | 26 |
| Jun 2010 | $47.2M | $47.2M | $0 | 5 | -- |
| Mar 2010 | $46.5M | $46.5M | $0 | 5 | -- |
| Feb 2010 | $46.5M | $46.5M | $0 | 5 | -- |
DateJul 2025
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$223.7M
Discretionary$223.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$223.7M
Discretionary$223.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$223.7M
Discretionary$223.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$186.1M
Discretionary$186.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2012
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees1
Clients26
DateJun 2010
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees5
Clients--