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Emily Tierney Petty

WINDWARD PRIVATE WEALTH MANAGEMENT INC.·OVERLAND PARK, Kansas
Unclaimed Profile
10955 LOWELL AVENUE, OVERLAND PARK, KS 66210CRD# 6239982Firm CRD# 113761
01

About

Emily Tierney Petty is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with WINDWARD PRIVATE WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
AUM
$248M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WINDWARD PRIVATE WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6239982
Firm CRD# 113761
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Emily Tierney Petty offer?
Emily Tierney Petty specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Emily Tierney Petty's credentials?
Emily Tierney Petty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Tierney Petty located?
Emily Tierney Petty is based in OVERLAND PARK, Kansas, working with WINDWARD PRIVATE WEALTH MANAGEMENT INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Emily Tierney Petty charge for services?
Emily Tierney Petty's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDWARD PRIVATE WEALTH MANAGEMENT INC.?
WINDWARD PRIVATE WEALTH MANAGEMENT INC. has approximately 8 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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