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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