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WINDJAMMER CAPITAL INVESTORS
840 Newport Center Drive
Suite 650
Newport Beach, California 92660-6460
Tel: (949) 721-9944
About WINDJAMMER CAPITAL INVESTORS
WINDJAMMER CAPITAL INVESTORS, formally registered with the SEC as WINDJAMMER CAPITAL INVESTORS. The firm was established in 03/16/2012. They have over 2 offices throughout the country.
WINDJAMMER CAPITAL INVESTORS is a Newport Beach, California based Financial Planning firm with nearly $3,733,071,073 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160396 |
| SEC# | 801-73502 |
| Assets Managed by Firm | $3,733,071,073 |
| No. of Clients | 9 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $3,733,071,073 |
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