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POINT WINDWARD ADVISORS, INC.
CRD 110457 · SEC 801-31503
880 THIRD AVE 16TH FLOOR, NEW YORK, NY, 10022, United States
Phone
212-350-7250
Fax
212-350-7201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$358.6M
Discretionary AUM
$347.8M
Team
9 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Market timing401K
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 230 | $146.4M |
| High net worth individuals | 48 | $212.1M |
States served
VT, CA, LA, MA, NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD