Overview
Assets Under Management: $248 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 930
Discretionary Accounts: 930
Regulatory Filings
CRD Number: 113761
Last Filing Date: 2024-03-19 00:00:00
Website: https://windwardfp.com