WESTWIND CAPITAL
Total AUM
$795.9M
Employees
10Clients
1,131Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1800 S. TELSHOR
LAS CRUCES
NM 88011
United States
LAS CRUCES
NM 88011
United States
Operating Hours
7:30AM-4:30 PM
Monday - Friday
Monday - Friday
Phone
575-556-8500
Other Offices
1
Financials
Total AUM
$795.9M
Accounts
2,131Discretionary
$789.2M
Accounts
2,127Non-Discretionary
$6.7M
Accounts
4
Clients
Individual Clients
742AUM
$212.6M
HNW Individual Clients
230AUM
$525.2M
Pension/Profit Sharing Plan Clients
135AUM
$21.9M
Charitable Organization Clients
14AUM
$11.4M
Corporation or Business Clients
10AUM
$25M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLMINCNENMNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.