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Building 2POINT WINDWARD ADVISORS, INC.

Map pinNEW YORK, NY
Phone212-350-7250
NotebookSEC #801-31503
Total AUM
$358.6M
Employees
9
Clients
278

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
880 THIRD AVE 16TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212-350-7250
Other Offices
5

ReceiptFinancials

Total AUM
$358.6M
Accounts
559
Discretionary
$347.8M
Accounts
547
Non-Discretionary
$10.8M
Accounts
12

ContactClients

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Individual Clients
230
AUM
$146.4M
HNW Individual Clients
48
AUM
$212.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingOther Services
Other Services
401K
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMANHNJNYTXVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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