Tradewinds Investment Advisors, LLC
RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$180K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123458
- Website
- www.linkedin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tradewinds Investment Advisors, LLC is an independent, privately owned advisory firm focused on serving individuals and families with discretionary portfolio management. The firm operates as a limited liability company and charges clients on a percentage-of-AUM basis. Its advisory work covers portfolio management for individuals/small businesses as well as for businesses or institutional clients. The firm reports it is not an active ESG investor and does not identify itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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