EASTWIND CAPITAL, LLC

ESTATE PLANNING PROFESSIONALS
WESTERVILLE, Ohio·2 registered advisors·CRD# 146957
SEC# 801-69213614-888-2230
01

Firm Overview

AUM
$52M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: THIRD PARTY FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EASTWIND CAPITAL, LLC

2 registered advisors
Phillip Michael Valley
WESTERVILLE, Ohio
Shawn Michael Arseneau
WESTERVILLE, Ohio
05

Office Locations

WESTERVILLE, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. EASTWIND CAPITAL, LLC (CRD# 146957) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.