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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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