ALPHA WINDWARD LLC

WESTWOOD, Massachusetts·3 registered advisors·CRD# 110050

SEC# 801-556100781-326-8880

01

Firm Overview

AUM

$160M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at ALPHA WINDWARD LLC

3 registered advisors

Benjamin Gardner Dawson

WESTWOOD, Massachusetts

Cornelia A. B. Dawson

WESTWOOD, Massachusetts

Margaret W. G. Carr

WESTWOOD, Massachusetts

05

Office Locations

WESTWOOD, Massachusetts

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Data sourced from SEC Form ADV filings. ALPHA WINDWARD LLC (CRD# 110050) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.