WINDWARD MANAGEMENT LP

MIAMI BEACH, Florida·2 registered advisors·CRD# 316224
SEC# 801-1229050786-206-3126
01

Firm Overview

AUM
$96M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at WINDWARD MANAGEMENT LP

2 registered advisors
Marc Justin Chalfin
MIAMI BEACH, Florida
Theodore Paschal Woo
MIAMI BEACH, Florida
05

Office Locations

MIAMI BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. WINDWARD MANAGEMENT LP (CRD# 316224) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.