Overview
Assets Under Management: $248 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Frequently Asked Questions
WINDWARD PRIVATE WEALTH MANAGEMENT INC. 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 #113761), WINDWARD PRIVATE WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
WINDWARD PRIVATE WEALTH MANAGEMENT INC. is headquartered in OVERLAND PARK, KS.
WINDWARD PRIVATE WEALTH MANAGEMENT INC. serves 89 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, WINDWARD PRIVATE WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WINDWARD PRIVATE WEALTH MANAGEMENT INC. manages $248 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, WINDWARD PRIVATE WEALTH MANAGEMENT INC. serves high-net-worth individuals and institutional clients. View client details ↓
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