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
By the Numbers
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Total Assets Under Management160MILLION
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Total Number of Accounts141ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Alpha Windward LLC
No Advisor Found.
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