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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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