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TRADEWINDS INVESTMENT MANAGEMENT, L.P.
TRADEWINDS INVESTMENT MANAGEMENT, L.P.
SAUSALITO, California
·
3 registered advisors
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CRD# 138261
SEC# 801-64991
415-289-0500
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
CRD# 1576601
Scott Philip Peters
SAUSALITO, California
CRD# 1414526
Spencer Garrett Rhodes
SAUSALITO, California
CRD# 4843857
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
.