TRADEWINDS CAPITAL MANAGEMENT, LLC

2211 Rimland Drive
Suite 401
Bellingham, Washington 98226
Tel: 360-715-9000

About TRADEWINDS CAPITAL MANAGEMENT, LLC

TRADEWINDS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TRADEWINDS CAPITAL MANAGEMENT, LLC. The firm was established in 02/06/2008. They have over 1 offices throughout the country.

TRADEWINDS CAPITAL MANAGEMENT, LLC is a Bellingham, Washington based Financial Planning firm with nearly $523,698,592 assets under management, offering retirement planning & investment advisory services to 2483 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145934
SEC#	801-68789
Assets Managed by Firm	$523,698,592
No. of Clients	2483
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2483	$523,698,592
Individuals (other than high net worth individuals)	1014	$239,026,485
High net worth individuals	135	$278,507,740
Pension and profit sharing plans	Fewer than 5 clients	$1
Charitable organizations	Fewer than 5 clients	$619,338
Corporations or other businesses	5	$5,545,028

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