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Building 2TAILWIND ADVISORS

Map pinFORT WORTH, TX
Phone817-708-3663
NotebookSEC #801-70175
Total AUM
$1.7B
Employees
12
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1320 S UNIVERSITY DR
SUITE 701
FORT WORTH
TX 76107
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
817-708-3663

ReceiptFinancials

Total AUM
$1.7B
Accounts
21
Discretionary
$164.1M
Accounts
15
Non-Discretionary
$1.5B
Accounts
6

ContactClients

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HNW Individual Clients
15
AUM
$1.3B
Pooled Vehicle Clients
6
AUM
$419.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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