Windward Asset Management LLC
Windward Asset Management LLC (CRD# 159009) is a financial advisory firm headquartered in , . They manage $29,628,093 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$5,925,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Susan Moon (CRD# 1191745) is an Investment Advisor Representative working at Windward Asset Management LLC in Cambridge, MD and has over 6 years of experience in the finance industry.