TRADEWINDS CAPITAL MANAGEMENT, LLC - Financial Advisor in Washington, Bellingham

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

About TRADEWINDS CAPITAL MANAGEMENT, LLC

TRADEWINDS CAPITAL MANAGEMENT, LLC is a Bellingham, Washington based financial advisory firm with nearly $523,698,592 in assets under management and provides investment advisory services for 2483 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

145934

Firm SEC#:

801-68789

Assets Under Management:

$523,698,592

No. of Clients:

2483

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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25586

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111

$8,394,714,767

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116073

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3426

$1,053,171,705

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1133

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334

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387

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CAPSTONE RIA

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