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David A Joosten

AUTUMN WIND ASSET MANAGEMENT INC·GREAT FALLS, Virginia
Unclaimed Profile
10134-G COLVIN RUN RD, GREAT FALLS, VA 22066CRD# 5537639Firm CRD# 110569
01

About

David A Joosten is a registered financial advisor based in GREAT FALLS, Virginia, affiliated with AUTUMN WIND ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
AUTUMN WIND ASSET MANAGEMENT INC
AUTUMN WIND ASSET MANAGEMENT INC
AUM
$165M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at AUTUMN WIND ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5537639
Firm CRD# 110569
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David A Joosten offer?
David A Joosten specializes in Investment Management, Retirement Planning. Contact their office in GREAT FALLS, Virginia for a consultation.
What are David A Joosten's credentials?
David A Joosten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David A Joosten located?
David A Joosten is based in GREAT FALLS, Virginia, working with AUTUMN WIND ASSET MANAGEMENT INC. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.
How does David A Joosten charge for services?
David A Joosten'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 AUTUMN WIND ASSET MANAGEMENT INC?
AUTUMN WIND ASSET MANAGEMENT INC is a registered investment adviser with the SEC, managing $165M in regulatory assets under management. See their Form ADV for full details.
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Other advisors in GREAT FALLS
Karen Ann Klenk — ALPHA OMEGA GROUP, INC.Sheila C Baerenz — ALPHA OMEGA GROUP, INC.William Kyle Hendrick — AAFMC LLCOmar Ahmed Darwazah — AAFMC LLCStanley Benson Corey — C5 WEALTH MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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