Windward Capital Management Co

Windward Capital Management Co (CRD# 106908) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,184,914,609 in 216 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,185
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $5,485,716
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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

Donald Bessler (CRD# 2339382) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 31 years of experience in the finance industry.

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

Kenneth Kilpo (CRD# 2541429) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 29 years of experience in the finance industry.

3
Robert W. Nichols
CRD#: 347698
11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA 90025

Robert Nichols (CRD# 347698) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 28 years of experience in the finance industry.

4
Joseph C. Robillard
CRD#: 5865733
11111 Santa Monica Boulevard, Suite 1200, Los Angeles, CA 90025

Joseph Robillard (CRD# 5865733) is an Investment Advisor Representative working at Windward Capital Management Co in Los Angeles, CA and has over 13 years of experience in the finance industry.

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