TRADEWINDS INVESTMENT MANAGEMENT, L.P.

SAUSALITO, California·3 registered advisors·CRD# 138261
SEC# 801-64991415-289-0500
01

Firm Overview

AUM
$29M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at TRADEWINDS INVESTMENT MANAGEMENT, L.P.

3 registered advisors
Robert William Scannell
SAUSALITO, California
Scott Philip Peters
SAUSALITO, California
Spencer Garrett Rhodes
SAUSALITO, California
05

Office Locations

SAUSALITO, California
3 advisors

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Data sourced from SEC Form ADV filings. TRADEWINDS INVESTMENT MANAGEMENT, L.P. (CRD# 138261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.