Julia Elise Delack
Investment adviser representative at Windmark Investment Partners, Inc.
15 yearsExperience
1 stateRegistered in
$233.3MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Windmark Investment Partners, Inc.Oct 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (DE).
Windmark Investment Partners, Inc.
$233.3MAssets managed
0Clients
6Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7807381
- Firm CRD
- 131880