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Building 2WINDWARD PRIVATE WEALTH MANAGEMENT INC.

Map pinOVERLAND PARK, KS
Phone913-381-7411
NotebookSEC #801-79647
Total AUM
$309.6M
Employees
9
Clients
236

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
Other Offices
7

ReceiptFinancials

Total AUM
$309.6M
Accounts
949
Discretionary
$308.3M
Accounts
948
Non-Discretionary
$1.3M
Accounts
1

ContactClients

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Individual Clients
129
AUM
$68.4M
HNW Individual Clients
97
AUM
$235.7M
Pension/Profit Sharing Plan Clients
1
AUM
$4.6M
Charitable Organization Clients
9
AUM
$891.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILKSLAMONENHTX

HandshakeAffiliates

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

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