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WINDWARD PRIVATE WEALTH MANAGEMENT INC.
10955 Lowell Avenue
Suite 410
Overland Park, Kansas 66210
Tel: 913-381-7411
About WINDWARD PRIVATE WEALTH MANAGEMENT INC.
WINDWARD PRIVATE WEALTH MANAGEMENT INC, formally registered with the SEC as WINDWARD PRIVATE WEALTH MANAGEMENT INC. The firm was established in 05/12/2014. They have over 7 offices throughout the country.
WINDWARD PRIVATE WEALTH MANAGEMENT INC. is a Overland Park, Kansas based Financial Planning firm with nearly $247,584,326 assets under management, offering retirement planning & investment advisory services to 930 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113761 |
| SEC# | 801-79647 |
| Assets Managed by Firm | $247,584,326 |
| No. of Clients | 930 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 930 | $247,584,326 |
| Individuals (other than high net worth individuals) | 146 | $65,529,992 |
| High net worth individuals | 81 | $176,617,960 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,763,312 |
| Charitable organizations | 9 | $673,062 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
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| $190,960,333,268 | 377 | 657 |
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