Home
›
Firms
›
WESTWIND CAPITAL
WESTWIND CAPITAL
LAS CRUCES, New Mexico
·
3 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
3
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
3 registered advisors
Eric Marshall Walton
LAS CRUCES, New Mexico
CRD# 4415201
James William Spence
LAS CRUCES, New Mexico
CRD# 1189299
Patrick M Grooms
LAS CRUCES, New Mexico
CFP
CFA
CRD# 5721859
05
Office Locations
LAS CRUCES, New Mexico
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.