Eastwind Capital Wealth Management
Eastwind Capital Wealth Management (CRD# 146957) is a financial advisory firm headquartered in Westerville, OH. They manage $52,036,640 in 485 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Eastwind Capital Wealth Management
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts485ACCOUNTS
-
Average Account Value$107,292
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, OH, PA, TX
Financial Advisors at Eastwind Capital Wealth Management
1
Graham Guthrie (CRD# 6438354) is an Investment Advisor Representative working at Eastwind Capital Wealth Management in Westerville, OH and has over 6 years of experience in the finance industry.
2
Phillip Valley (CRD# 2748315) is an Investment Advisor Representative working at Eastwind Capital Wealth Management in Westerville, OH and has over 20 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.