WINDWARD CAPITAL MANAGEMENT CO

11111 Santa Monica Boulevard
Suite 1200
Los Angeles, California 90025
Tel: 310-893-3000

About WINDWARD CAPITAL MANAGEMENT CO

WINDWARD CAPITAL MANAGEMENT CO, formally registered with the SEC as WINDWARD CAPITAL MANAGEMENT CO. The firm was established in 12/14/1995. They have over 1 offices throughout the country.

WINDWARD CAPITAL MANAGEMENT CO is a Los Angeles, California based Financial Planning firm with nearly $1,184,914,609 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106908
SEC#	801-50819
Assets Managed by Firm	$1,184,914,609
No. of Clients	216
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	216	$1,184,914,609
High net worth individuals	195	$1,073,004,014
Pension and profit sharing plans	9	$55,390,132
Corporations or other businesses	2	$3,191,550

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