Windward Capital Management Co

Windward Capital Management Co (CRD# 106908) is a financial advisory firm headquartered in Los Angeles, CA. They manage $504,720,042 in 168 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    505
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $3,004,286
Compensation Options
  • A percentage of assets under your management
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, NV, TX, WA

Financial Advisors at Windward Capital Management Co
Showing 1 - 4 of 4 top financial advisors.
1
Donald R. Bessler
CRD#: 2339382
11111 Santa Monica Blvd, Suite 1200, Los Angeles, CA 90025
93
Wealthminder
score

Donald Bessler (CRD# 2339382) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 23 years of experience in the finance industry.

2
Kenneth G. Kilpo
CRD#: 2541429
11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA 90025
93
Wealthminder
score

Kenneth Kilpo (CRD# 2541429) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 22 years of experience in the finance industry.

3
Stephan R. Pene
CRD#: 1776808
11111 Santa Monica Blvd, Suite 1200, Los Angeles, CA 90025
93
Wealthminder
score

Stephan Pene (CRD# 1776808) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 21 years of experience in the finance industry.

4
Robert W. Nichols
CRD#: 347698
11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA 90025
73
Wealthminder
score

Robert Nichols (CRD# 347698) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 21 years of experience in the finance industry.

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