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WESTWIND CAPITAL
WESTWIND CAPITAL
LAS CRUCES, New Mexico
·
6 registered advisors
·
CRD# 106802
SEC# 801-43661
1
575-556-8500
01
Firm Overview
AUM
$623M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at WESTWIND CAPITAL
6 registered advisors
Eric Marshall Walton
LAS CRUCES, New Mexico
CRD# 4415201
James William Spence
LAS CRUCES, New Mexico
CRD# 1189299
Kristi K Spence
LAS CRUCES, New Mexico
CRD# 5570739
Patrick M Grooms
LAS CRUCES, New Mexico
CRD# 5721859
Scott Frederick Kozney
LAS CRUCES, New Mexico
CRD# 2901909
Sheila Christine Walton
LAS CRUCES, New Mexico
CRD# 2754786
05
Office Locations
LAS CRUCES, New Mexico
6 advisors
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Data sourced from SEC Form ADV filings. WESTWIND CAPITAL (CRD# 106802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.