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).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $1,039,710
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Alpha Windward LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin G. Dawson
CRD#: 1173024
200 Lowder Brook Drive, Suite 2400, Westwood, MA 02090
93
Wealthminder
score

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.

2
Samuel B. Carr
CRD#: 4336195
200 Lowder Brook Drive, Suite 2400, Westwood, MA 02026
90
Wealthminder
score

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.

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