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Building 2WINDWARD PRIVATE WEALTH MANAGEMENT INC.

Map pinOVERLAND PARK, KS
Phone913-381-7411
NotebookSEC #801-66167
Total AUM
$68.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10955 LOWELL AVENUE
SUITE 410
OVERLAND PARK
KS 66210
United States
Operating Hours
8:30 - 5:00 (M-TH); 8:30-3PM (F)
Monday - Friday
Phone
913-381-7411

ReceiptFinancials

Total AUM
$68.2M
Accounts
348
Discretionary
$68.2M
Accounts
348
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ACCOUNTING AND TAX SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSLAMONHTX

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

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