Overview
Assets Under Management: $603 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 7
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.77
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 2,652
Discretionary Accounts: 2,652
Regulatory Filings
CRD Number: 145934
Filing ID: 1977091
Last Filing Date: 2025-04-07 15:33:00
Website: https://tradewinds.com