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Building 2WINDWARD INVESTMENT MANAGEMENT INC

Map pinBOSTON, MA
Phone617-241-8600
NotebookSEC #801-57508
Total AUM
$3.5B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 STATE STREET, SUITE 3600
BOSTON
MA 02109
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
617-241-8600

ReceiptFinancials

Total AUM
$3.5B
Accounts
6,261
Discretionary
$3.4B
Accounts
6,217
Non-Discretionary
$44M
Accounts
44

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCFLGAHIIAIDILINKYMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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

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