RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Nevada
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 3, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOLLEN, JOSEPH, ROBERTIPRESIDENTNA Control
HOLLEN, JOSEPH, ROBERTIPRESIDENTNA Control
HOLLEN, JOSEPH, ROBERTIDIRECTORNA Control
HOLLEN, JOSEPH, ROBERTIDIRECTORNA Control
HOLLEN, ERIC, ANTHONYIOWNER, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, ERIC, ANTHONYIOWNER, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, ERIC, ANTHONYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, ERIC, ANTHONYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
HOLLEN, ERIC, ANTHONYIOWNERD
HOLLEN, ERIC, ANTHONYIOWNERD
HOLLEN, ERIC, ANTHONYIOWNERD
HOLLEN, ERIC, ANTHONYIOWNERD
HOLLEN, ERIC, ANTHONYIOWNERD
HOLLEN, ERIC, ANTHONYIOWNERD Control
HOLLEN, ERIC, ANTHONYIOWNERD Control
HOLLEN, ERIC, ANTHONYIOWNERD
HOLLEN, ERIC, ANTHONYIOWNER, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, ERIC, ANTHONYIOWNER, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, ERIC, ANTHONYIOWNER, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
HOLLEN, ERIC, ANTHONYIOWNERC
HOLLEN, ERIC, ANTHONYIOWNERC
HOLLEN, ERIC, ANTHONYIOWNERC
HOLLEN, ERIC, ANTHONYIOWNERC
HOLLEN, ERIC, ANTHONYIOWNERC
HOLLEN, ERIC, ANTHONYIOWNERC
HOLLEN, ERIC, ANTHONYIOWNERC
HOLLEN, ERIC, ANTHONYIOWNERC
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENTC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENTC Control
HOLLEN, JOSEPH, ROBERTIPRESIDENTC Control

Registrations

Federal

IA
Jul 3, 2025 REGISTERED

Notice Filings (3)

CA NV TX

Address

4741 CAUGHLIN PARKWAY
SUITE 3
RENO, NV 89519
United States
Phone: 775-827-0670