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Marc Justin Chalfin

WINDWARD MANAGEMENT LP·MIAMI BEACH, Florida
Clean recordWINDWARD MANAGEMENT LP
1691 MICHIGAN AVENUE, MIAMI BEACH, FL 33139CRD# 4606208Firm CRD# 316224

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Justin Chalfin · MIAMI BEACH, FL
Registration
CRD #4606208 · WINDWARD MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marc Justin Chalfin is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with WINDWARD MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WINDWARD MANAGEMENT LP
WINDWARD MANAGEMENT LP
AUM
$96M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WINDWARD MANAGEMENT LP →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4606208
Firm CRD# 316224
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Justin Chalfin offer?
Marc Justin Chalfin specializes in Investment Management, Retirement Planning. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Marc Justin Chalfin's credentials?
Marc Justin Chalfin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Justin Chalfin located?
Marc Justin Chalfin is based in MIAMI BEACH, Florida, working with WINDWARD MANAGEMENT LP. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Marc Justin Chalfin charge for services?
Marc Justin Chalfin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDWARD MANAGEMENT LP?
WINDWARD MANAGEMENT LP has approximately 3 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINDWARD MANAGEMENT LP

Theodore Paschal Woo
MIAMI BEACH, FL

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Research
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