Overview
Assets Under Management: $172 million
Headquarters: WESTWOOD, MA
High-Net-Worth Clients: 38
Average Client Assets: $2.0 million
Frequently Asked Questions
ALPHA WINDWARD LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110050), ALPHA WINDWARD LLC is subject to fiduciary duty under federal law.
ALPHA WINDWARD LLC is headquartered in WESTWOOD, MA.
ALPHA WINDWARD LLC serves 38 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, ALPHA WINDWARD LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ALPHA WINDWARD LLC manages $172 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, ALPHA WINDWARD LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.27%
Average Client Assets: $2.0 million
Total Client Accounts: 149
Discretionary Accounts: 149
Regulatory Filings
CRD Number: 110050
Filing ID: 1195625
Last Filing Date: 2018-03-27 16:47:00