Stephan PeneCRD Number: 1776808
Current Firm: Windward Capital Management Co
Stephan Pene (CRD# 1776808) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 22 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Windward Capital Management||Los Angeles, CA||Oct 2004 - Current||13|
|S.l. Reed & Company||Los Angeles, CA||Oct 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1995|
Total Assets Under Management710MILLIONS
Total Number of Accounts189ACCOUNTS
Average Account Value$3,756,312
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, NV, TX, WA