WINDWARD CAPITAL MANAGEMENT CO

LOS ANGELES, California·6 registered advisors·CRD# 106908
SEC# 801-508190310-893-3000
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at WINDWARD CAPITAL MANAGEMENT CO

6 registered advisors
Donald Robert Bessler
LOS ANGELES, California
Joseph Colin Robillard
LOS ANGELES, California
Kenneth Glen Kilpo
LOS ANGELES, California
Robert Wayne Nichols
LOS ANGELES, California
Stephan Robert Pene
LOS ANGELES, California
Vina Aileen Feria Farrales
LOS ANGELES, California
05

Office Locations

LOS ANGELES, California
6 advisors

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Data sourced from SEC Form ADV filings. WINDWARD CAPITAL MANAGEMENT CO (CRD# 106908) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.