Be advised. This firm is no longer registered.

Alpha Windward LLC

Alpha Windward LLC (CRD# 110050) is a financial advisory firm headquartered in Westwood, MA. They manage $159,528,152 in 141 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 Lowder Brook Drive, Suite 2400, Westwood, MA 02090
http://www.alphawindward.com
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $1,131,405
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
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Alpha Windward LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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