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Building 2LEEWARD FINANCIAL PARTNERS, LLC

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Phone(206) 718-6644
NotebookSEC #801-110837
Total AUM
$5.5M
Employees
2
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(206) 718-6644

ReceiptFinancials

Total AUM
$5.5M
Accounts
5
Discretionary
$5.5M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$400K
HNW Individual Clients
1
AUM
$5.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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