TRADEWINDS CAPITAL MANAGEMENT, LLC

BELLINGHAM, Washington·3 registered advisors·CRD# 145934

SEC# 801-687890360-715-9000

01

Firm Overview

AUM

$524M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at TRADEWINDS CAPITAL MANAGEMENT, LLC

3 registered advisors

Bryant James Engebretson

BELLINGHAM, Washington

Donald Bradley Pence

BELLINGHAM, Washington

BELLINGHAM, Washington

05

Office Locations

BELLINGHAM, Washington

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Data sourced from SEC Form ADV filings. TRADEWINDS CAPITAL MANAGEMENT, LLC (CRD# 145934) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.