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WINDJAMMER CAPITAL INVESTORS

840 Newport Center Drive
Suite 650
Newport Beach, California 92660-6460
Tel: (949) 721-9944

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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 StatusApproved
Firm CRD#160396
SEC#801-73502
Assets Managed by Firm$3,733,071,073
No. of Clients9
No. of Advisors28

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total9$3,733,071,073

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