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Windwer Adam

SAG HARBOR CAPITAL MANAGEMENT, LLC·NEW YORK, New York
Unclaimed Profile
149 MADISON AVENUE, NEW YORK, NY 10016CRD# 6310453Firm CRD# 161490
01

About

Windwer Adam is a registered financial advisor based in NEW YORK, New York, affiliated with SAG HARBOR CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SAG HARBOR CAPITAL MANAGEMENT, LLC
SAG HARBOR CAPITAL MANAGEMENT, LLC
AUM
$448M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SAG HARBOR CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6310453
Firm CRD# 161490
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Windwer Adam offer?
Windwer Adam specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Windwer Adam's credentials?
Windwer Adam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Windwer Adam located?
Windwer Adam is based in NEW YORK, New York, working with SAG HARBOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Windwer Adam charge for services?
Windwer Adam'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 SAG HARBOR CAPITAL MANAGEMENT, LLC?
SAG HARBOR CAPITAL MANAGEMENT, LLC has approximately 13 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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