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Benjamin Gardner Dawson

ALPHA WINDWARD LLC·WESTWOOD, Massachusetts
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200 LOWDER BROOK DRIVE, WESTWOOD, MA 02090-1178CRD# 1173024Firm CRD# 110050
01

About

Benjamin Gardner Dawson is a registered financial advisor based in WESTWOOD, Massachusetts, affiliated with ALPHA WINDWARD LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ALPHA WINDWARD LLC
ALPHA WINDWARD LLC
AUM
$160M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ALPHA WINDWARD LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1173024
Firm CRD# 110050
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Gardner Dawson offer?
Benjamin Gardner Dawson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.
What are Benjamin Gardner Dawson's credentials?
Benjamin Gardner Dawson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Gardner Dawson located?
Benjamin Gardner Dawson is based in WESTWOOD, Massachusetts, working with ALPHA WINDWARD LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
How does Benjamin Gardner Dawson charge for services?
Benjamin Gardner Dawson'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 ALPHA WINDWARD LLC?
ALPHA WINDWARD LLC has approximately 2 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTWOOD
Nicholas J Tsacoyeanes — DIVIDEX MANAGEMENT LLCJudith Fae Chambers — MEKETA INVESTMENT GROUP INCMargaret W. G. Carr — ALPHA WINDWARD LLCCornelia A. B. Dawson — ALPHA WINDWARD LLCPatrick Eugene Donovan — MINOT WEALTH MANAGEMENT LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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