Alpha Windward LLC
Alpha Windward LLC (CRD# 110050) is a financial advisory firm headquartered in Westwood, MA. They manage $158,035,950 in 152 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management158MILLION
Total Number of Accounts152ACCOUNTS
Average Account Value$1,039,710
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Benjamin Dawson (CRD# 1173024) is an Investment Advisor Representative working at Alpha Windward LLC in Westwood, MA and has over 34 years of experience in the finance industry.
Samuel Carr (CRD# 4336195) is an Investment Advisor Representative working at Alpha Windward LLC in Westwood, MA and has 1 year of experience in the finance industry.