AdvisorOS Directory
Claim Profile
PG

Patrick M Grooms

WESTWIND CAPITAL·LAS CRUCES, New Mexico
Unclaimed Profile
1800 S. TELSHOR, LAS CRUCES, NM 88011CRD# 5721859Firm CRD# 106802
01

About

Patrick M Grooms is a registered financial advisor based in LAS CRUCES, New Mexico, affiliated with WESTWIND CAPITAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WESTWIND CAPITAL
WESTWIND CAPITAL
AUM
$623M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WESTWIND CAPITAL →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5721859
Firm CRD# 106802
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAS CRUCES?

Browse all registered financial advisors in LAS CRUCES, New Mexico or claim this profile if it's yours.

Browse LAS CRUCES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patrick M Grooms offer?
Patrick M Grooms specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LAS CRUCES, New Mexico for a consultation.
What are Patrick M Grooms's credentials?
Patrick M Grooms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick M Grooms located?
Patrick M Grooms is based in LAS CRUCES, New Mexico, working with WESTWIND CAPITAL. Their office serves clients in the LAS CRUCES metropolitan area and surrounding communities.
How does Patrick M Grooms charge for services?
Patrick M Grooms'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 WESTWIND CAPITAL?
WESTWIND CAPITAL has approximately 7 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAS CRUCES
James William Spence — WESTWIND CAPITALEric Marshall Walton — WESTWIND CAPITALSheila Christine Walton — WESTWIND CAPITALKristi K Spence — SPENCE ASSET MANAGEMENTScott Frederick Kozney — WESTWIND CAPITAL
Nearby cities in New Mexico
ALBUQUERQUE (99)SANTA FE (64)SOCORRO (4)CARLSBAD (2)
City Guides
ALBUQUERQUE GuideSANTA FE GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile