THE WINDMILL GROUP, INC.
CRD #8384 SEC #801-120154 SOMERS, NY (914) 277-2700
SEC Registered Broker-Dealer
Total AUM
$40.3M
Discretionary
$40.3M
Employees
4
Clients
--
Accounts
205
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $32.1M | $32.1M | $0 | 4 | 0 |
| Dec 2023 | $40.3M | $40.3M | $0 | 4 | 0 |
| Nov 2023 | $40.3M | $40.3M | $0 | 4 | 0 |
| Oct 2023 | $40.3M | $40.3M | $0 | 4 | 0 |
| Mar 2023 | $40.3M | $40.3M | $0 | 5 | 0 |
| Jan 2023 | $31.6M | $31.6M | $0 | 5 | 1 |
| Oct 2022 | $31.6M | $31.6M | $0 | 5 | 1 |
| Jun 2022 | $31.6M | $31.6M | $0 | 4 | 1 |
| May 2022 | $31.6M | $31.6M | $0 | 4 | 1 |
| Apr 2022 | $31.6M | $31.6M | $0 | 4 | 1 |
| Apr 2022 | $31.6M | $31.6M | $0 | 4 | 1 |
| Mar 2022 | $31.6M | $31.6M | $0 | 4 | 1 |
| Mar 2022 | $31.6M | $31.6M | $0 | 4 | 1 |
| Feb 2021 | $0 | $0 | $0 | 4 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients1
DateOct 2022
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients1
DateJun 2022
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients1
DateMay 2022
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients1
DateApr 2022
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients1
DateApr 2022
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees4
Clients1
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0