DIRECTORY OF REGISTERED ADVISORS
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TRADEWINDS, LLC
Tel: 919-571-2833
4600 Marriott Dr. Suite 200
Raleigh, North Carolina 27612
TRADEWINDS, LLC
TRADEWINDS, LLC is a Raleigh, North Carolina based financial advisory firm with nearly $293,948,297 in assets under management and provides investment advisory services for 1014 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
316415
SEC#:
801-122614
No. of Clients:
1014
Assets under Management
$293,948,297
No. of Advisors:
8
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