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WINDWARD PRIVATE WEALTH MANAGEMENT INC.
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
OVERLAND PARK, Kansas
·
11 registered advisors
·
CRD# 113761
SEC# 801-79647
6
913-381-7411
01
Firm Overview
AUM
$248M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WINDWARD PRIVATE WEALTH MANAGEMENT INC.
11 registered advisors
Andrew Steven Osborne
OVERLAND PARK, Kansas
CRD# 5865396
Brad Joseph Harrison
OVERLAND PARK, Kansas
CRD# 7519789
Brandy Kyan Ward
OVERLAND PARK, Kansas
CRD# 6364304
Darrell Richard Tierney
OVERLAND PARK, Kansas
CRD# 4447656
Emily Tierney Petty
OVERLAND PARK, Kansas
CRD# 6239982
Gayle Diane Osborne
OVERLAND PARK, Kansas
CRD# 7081176
Kathy Marie Washburn
OVERLAND PARK, Kansas
CRD# 7081231
Lindsey Deann Osborne
OVERLAND PARK, Kansas
CRD# 7081181
Lisa Jane Tierney
OVERLAND PARK, Kansas
CRD# 7081171
Steven Thomas Osborne
OVERLAND PARK, Kansas
CRD# 4895887
Tyler Scott Petty
OVERLAND PARK, Kansas
CRD# 7081187
05
Office Locations
OVERLAND PARK, Kansas
11 advisors
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Data sourced from SEC Form ADV filings. WINDWARD PRIVATE WEALTH MANAGEMENT INC. (CRD# 113761) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.