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TAILWIND ADVISORS
1320 S University Dr
Suite 701
Fort Worth, Texas 76107
Tel: 817-708-3663
About TAILWIND ADVISORS
TAILWIND ADVISORS, formally registered with the SEC as TAILWIND ADVISORS. The firm was established in 05/12/2009. They have over 1 offices throughout the country.
TAILWIND ADVISORS is a Fort Worth, Texas based Financial Planning firm with nearly $1,453,024,000 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150081 |
| SEC# | 801-70175 |
| Assets Managed by Firm | $1,453,024,000 |
| No. of Clients | 22 |
| No. of Advisors | 15 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $1,453,024,000 |
| High net worth individuals | 16 | $1,094,203,000 |
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