Windward Asset Management LLC
Windward Asset Management LLC (CRD# 159009) is a financial advisory firm headquartered in , . They manage $36,466,279 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Windward Asset Management LLC
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$9,116,570
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Windward Asset Management LLC
No Advisor Found.
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