Windgate Wealth Management

Business Contact

Anastasia Suhrbur

Financial Services
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Contact Information

Windgate Wealth Management
300 S Wacker Dr Suite 2880, Chicago, IL 60606
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Business Description

Perritt Capital Management, Inc. serves as the registered investment advisor for Windgate Wealth Management accounts. With a focus on personalized financial planning and comprehensive portfolio management, Windgate Wealth Management is dedicated to helping clients navigate their financial journey, whether they are starting a family, building a career, or preparing for retirement. As an employee-owned firm, Windgate Wealth Management operates under a fiduciary duty to act in the best interests of their clients, forming a partnership to ensure that clients' plans for the future are reflected in every aspect of the firm's services. Additionally, the Fi-Care Financial Wellness Benefits program offers business owners the opportunity to support their employees' financial well-being with the guidance of a CERTIFIED FINANCIAL PLANNER™ provided by Windgate Wealth Management.
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Employees: 25-100
Revenue: USD 1,000,000 - 10,000,000
Founded: 1987
Industry
Financial Services
Engaged in:
Investment Service, Financial Consultant, Financial Planner
ISIC Codes
6619

Questions & Answers

Q1

How long has Windgate Wealth Management been in business?

Windgate Wealth Management has been in business for around 39 years.
Q2

What is the phone number for Windgate Wealth Management?

The phone number for Windgate Wealth Management is (844) 377-4963.
Q3

Where is Windgate Wealth Management located?

Windgate Wealth Management is located at 300 S Wacker Dr Suite 2880, Chicago, IL 60606, Illinois.
Q4

What days are Windgate Wealth Management open?

Windgate Wealth Management is open Mon–Fri 8 AM–5 PM; closed Sat–Sun.
Q5

Is there a primary contact for Windgate Wealth Management?

Anastasia Suhrbur (Financial Services) at Windgate Wealth Management.
Q6

Are there other contacts associated with Windgate Wealth Management?

We have 1 additional contact(s) for Windgate Wealth Management. They include: Mark Oberrotman.
Q7

What is the web address (URL) for Windgate Wealth Management?

The website for Windgate Wealth Management is windgatewealth.com.
Q8

What are the annual sales for Windgate Wealth Management?

Windgate Wealth Management has annual sales of approximately USD 1,000,000 - 10,000,000.
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Additional Businesses at this Address

300 S Wacker Dr Suite 2880, Chicago, IL 60606
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Businesses in Zip Code 60606

Businesses in 60606: 24,321
Population: 3,543
60606 Business Density Heatmap

Categories

Professional Services:  46%
Financial Services:  18%
Other:  36%

Price

Moderate:  47%
Inexpensive:  42%
Expensive:  8%
Very Expensive:  2%
Other:  0%

Area Codes

312:  93%
Other:  7%

Neighborhoods

Chicago Loop:  81%
Near West Side:  9%
Other:  10%
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Stats and Demographics for Zip Code 60606

Race

White:  69%
Asian:  16%
Hispanic or Latino:  7%
Black Or African American:  5%
American Indian Or Alaskan Native:  0%
Other:  3%

Gender

Male:  54%
Female:  46%
Other:  0%
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