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Building 2WESTWIND CAPITAL

Map pinLAS CRUCES, NM
Phone575-556-8500
NotebookSEC #801-43661
Total AUM
$795.9M
Employees
10
Clients
1,131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 S. TELSHOR
LAS CRUCES
NM 88011
United States
Operating Hours
7:30AM-4:30 PM
Monday - Friday
Phone
575-556-8500
Other Offices
1

ReceiptFinancials

Total AUM
$795.9M
Accounts
2,131
Discretionary
$789.2M
Accounts
2,127
Non-Discretionary
$6.7M
Accounts
4

ContactClients

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Individual Clients
742
AUM
$212.6M
HNW Individual Clients
230
AUM
$525.2M
Pension/Profit Sharing Plan Clients
135
AUM
$21.9M
Charitable Organization Clients
14
AUM
$11.4M
Corporation or Business Clients
10
AUM
$25M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMINCNENMNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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