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Irene Winn Willard

DUNES POINT CAPITAL, L.P.·RYE, New York
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411 THEODORE FREMD AVE., RYE, NY 10580CRD# 5981886Firm CRD# 172538
01

About

Irene Winn Willard is a registered financial advisor based in RYE, New York, affiliated with DUNES POINT CAPITAL, L.P.. 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
DUNES POINT CAPITAL, L.P.
DUNES POINT CAPITAL, L.P.
AUM
$2.0B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at DUNES POINT CAPITAL, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5981886
Firm CRD# 172538
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Irene Winn Willard offer?
Irene Winn Willard specializes in Retirement Planning. Contact their office in RYE, New York for a consultation.
What are Irene Winn Willard's credentials?
Irene Winn Willard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Irene Winn Willard located?
Irene Winn Willard is based in RYE, New York, working with DUNES POINT CAPITAL, L.P.. Their office serves clients in the RYE metropolitan area and surrounding communities.
How does Irene Winn Willard charge for services?
Irene Winn Willard'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 DUNES POINT CAPITAL, L.P.?
DUNES POINT CAPITAL, L.P. has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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