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WESTWIND CAPITAL
1800 S. Telshor
Las Cruces, New Mexico 88011
Tel: 575-556-8500
About WESTWIND CAPITAL
WESTWIND CAPITAL, formally registered with the SEC as WESTWIND CAPITAL. The firm was established in 04/07/1993. They have over 2 offices throughout the country.
WESTWIND CAPITAL is a Las Cruces, New Mexico based Financial Planning firm with nearly $715,145,223 assets under management, offering retirement planning & investment advisory services to 1945 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106802 |
| SEC# | 801-43661 |
| Assets Managed by Firm | $715,145,223 |
| No. of Clients | 1945 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1945 | $715,145,223 |
| Individuals (other than high net worth individuals) | 677 | $178,494,116 |
| High net worth individuals | 217 | $477,562,315 |
| Pension and profit sharing plans | 100 | $21,129,839 |
| Charitable organizations | 13 | $10,608,259 |
| Corporations or other businesses | 10 | $27,350,694 |
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|---|---|---|---|
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