Leeward Investments
Leeward Investments (CRD# 312557) is a financial advisory firm headquartered in Boston, MA. They manage $2,824,651,240 in 62 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2,825MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$45,558,891
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development 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.
CA, FL, LA, MA, MN, NY, OH, PA, TX
Financial Advisors at Leeward Investments
1
R. Vingers (CRD# 2556035) is an Investment Advisor Representative working at Leeward Investments in Boston, MA and has 1 year of experience in the finance industry.
2
Jay Willadsen (CRD# 6655152) is an Investment Advisor Representative working at Leeward Investments in Boston, MA and has 1 year of experience in the finance industry.
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