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Building 2TRADEWINDS CAPITAL MANAGEMENT, LLC

Map pinBELLINGHAM, WA
Phone360-715-9000
NotebookSEC #801-68789
Total AUM
$727.3M
Employees
10
Clients
2,238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2211 RIMLAND DRIVE
SUITE 401
BELLINGHAM
WA 98226
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
360-715-9000

ReceiptFinancials

Total AUM
$727.3M
Accounts
2,268
Discretionary
$727.3M
Accounts
2,268
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,028
AUM
$241.6M
HNW Individual Clients
196
AUM
$483M
Charitable Organization Clients
5
AUM
$1M
Corporation or Business Clients
9
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDMNMOMTNCNHORTXWA

HandshakeAffiliates

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

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