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Kenneth Glen Kilpo

WINDWARD CAPITAL MANAGEMENT CO·LOS ANGELES, California
SIE, Series 7, Series 24, Series 31, Series 63, Series 65, Series 99TOClean record26 years registeredWINDWARD CAPITAL MANAGEMENT CO
11111 SANTA MONICA BOULEVARD, LOS ANGELES, CA 90025CRD# 2541429Firm CRD# 106908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Glen Kilpo · LOS ANGELES, CA
Registration
CRD #2541429 · WINDWARD CAPITAL MANAGEMENT CO · 26 years registered
Brand Profile
Not yet started
01

About

At Windward Capital Management Co in Los Angeles, California, Kenneth Glen Kilpo is registered as a broker-dealer representative. The firm's practice centers on investment management and wealth management, with fee-only advisory services also available to clients. Fee-only advisory is a compensation structure in which the advisor is paid directly by the client rather than through commissions, a model that Kilpo offers alongside the firm's broader investment and wealth management services. These services are delivered from Windward Capital Management Co's Los Angeles location, serving individuals and families in the surrounding area. Prospective clients can review Kenneth Glen Kilpo's full registration history, disclosure records, and professional background through FINRA's BrokerCheck using CRD number 2541429.

02

Career History

Aug 2003present
S.L. REED & COMPANY
Apr 2000present
03

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 65
Series 99TO
Registration record
First registered · April 12, 2000
Years registered · 26
04

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

05

Firm Overview

Firm
WINDWARD CAPITAL MANAGEMENT CO
CRD 106908 · SEC 801-50819
AUM
$1.2B
Regulatory assets under management
Employees
9
216 client accounts
Services offered by WINDWARD CAPITAL MANAGEMENT CO
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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06

Frequently Asked Questions

What services does Kenneth Glen Kilpo offer?
Kenneth Glen Kilpo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.
What are Kenneth Glen Kilpo's credentials?
Kenneth Glen Kilpo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Glen Kilpo located?
Kenneth Glen Kilpo 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 Kenneth Glen Kilpo charge for services?
Kenneth Glen Kilpo'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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