WINDWARD MANAGEMENT LP

1691 Michigan Avenue
Suite 510
Miami Beach, Florida 33139
Tel: 786-206-3126

About WINDWARD MANAGEMENT LP

WINDWARD MANAGEMENT LP, formally registered with the SEC as WINDWARD MANAGEMENT LP. The firm was established in 12/17/2021. They have over 1 offices throughout the country.

WINDWARD MANAGEMENT LP is a Miami Beach, Florida based Financial Planning firm with nearly $96,205,366 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316224
SEC#	801-122905
Assets Managed by Firm	$96,205,366
No. of Clients	4
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$96,205,366
Corporations or other businesses	1	$75,000,000

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