LEEWARD INVESTMENTS

10 Winthrop Square
Suite 500
Boston, Massachusetts 02110
Tel: 617-468-6700

About LEEWARD INVESTMENTS

LEEWARD INVESTMENTS, formally registered with the SEC as LEEWARD INVESTMENTS. The firm was established in 09/08/2021. They have over 1 offices throughout the country.

LEEWARD INVESTMENTS is a Boston, Massachusetts based Financial Planning firm with nearly $2,824,651,240 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312557
SEC#	801-122220
Assets Managed by Firm	$2,824,651,240
No. of Clients	62
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	62	$2,824,651,240
High net worth individuals	13	$66,030,168
Pension and profit sharing plans	4	$280,305,615
Charitable organizations	4	$117,084,593
Other investment advisers	2261	$572,464,650
Corporations or other businesses	3	$66,032,399

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