&partners office in Cornwall Bridge, CT
1 registered advisor
&partners's office in Cornwall Bridge, CT has 1 registered advisor. &partners files 248 offices.
Last updated 2026-10-10 (IAPD feed)
Location
Cornwall Bridge, CT
Advisors at this office (1)
- Joanne Karen Windas · S63, S66
&partners
- Regulatory AUM
- $30,268,689,798
- Registered advisors
- 555
- Offices
- 248
- Clients per advisor
- 112.1 (Moderate)
- Average AUM per client
- $486.7K (Low)
- High-net-worth client ratio
- 19.0% (Moderate)
Reported ETF positions
&partners reports 797 ETF positions worth $10.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $702M |
| IJH — iShares Core S&P Mid-Cap ETF | $643M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $420.9M |
| DFAI — Dimensional International Core Equity Market ETF | $405.6M |
| IEFA — iShares Core MSCI EAFE ETF | $331.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
&partners's strongest reported position on each research ranking. Institution-level evidence, not an advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $141.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $54.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $11M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $11.3M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by &partners on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
Contact
The firm's filed contact details.
- Phone: 615-255-6431
- Website: andpartners.com
- Youtube
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30