Unclaimed Profile

Joseph Colin Robillard

WINDWARD CAPITAL MANAGEMENT CO·LOS ANGELES, California

Clean recordWINDWARD CAPITAL MANAGEMENT CO

11111 SANTA MONICA BOULEVARD, LOS ANGELES, CA 90025CRD# 5865733Firm CRD# 106908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Colin Robillard · LOS ANGELES, CA

Registration

CRD #5865733 · WINDWARD CAPITAL MANAGEMENT CO

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph Colin Robillard is a registered financial advisor based in LOS ANGELES, California, affiliated with WINDWARD CAPITAL MANAGEMENT CO. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

WINDWARD CAPITAL MANAGEMENT CO

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WINDWARD CAPITAL MANAGEMENT CO →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5865733

Firm CRD# 106908

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Colin Robillard offer?

Joseph Colin Robillard specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Joseph Colin Robillard's credentials?

Joseph Colin Robillard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Colin Robillard located?

Joseph Colin Robillard is based in LOS ANGELES, California, working with WINDWARD CAPITAL MANAGEMENT CO. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Joseph Colin Robillard charge for services?

Joseph Colin Robillard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINDWARD CAPITAL MANAGEMENT CO?

WINDWARD CAPITAL MANAGEMENT CO has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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