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Margaret W. G. Carr

ALPHA WINDWARD LLC·WESTWOOD, Massachusetts
Clean recordALPHA WINDWARD LLC
200 LOWDER BROOK DRIVE, WESTWOOD, MA 02090-1178CRD# 4362966Firm CRD# 110050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret W. G. Carr · WESTWOOD, MA
Registration
CRD #4362966 · ALPHA WINDWARD LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret W. G. Carr 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
Introduction

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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# 4362966
Firm CRD# 110050
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret W. G. Carr offer?
Margaret W. G. Carr specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.
What are Margaret W. G. Carr's credentials?
Margaret W. G. Carr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret W. G. Carr located?
Margaret W. G. Carr is based in WESTWOOD, Massachusetts, working with ALPHA WINDWARD LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
How does Margaret W. G. Carr charge for services?
Margaret W. G. Carr'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 at ALPHA WINDWARD LLC

Cornelia A. B. Dawson
WESTWOOD, MA
Benjamin Gardner Dawson
WESTWOOD, MA

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