Point Windward Advisors, Inc.

RIASEC Registered

Total AUM

$359M

Discretionary

$348M

97% of AUM

Avg account

$641K

Accounts

559

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110457
Registered since: April 1, 1988
Website: www.bh-adv.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Commissions
Client types: HNWI59.16%
Individuals40.84%
Services: Financial PlanningPortfolio Management for IndividualsMarket Timing Services

Firm profile

FINTRX

Overview

Point Windward Advisors, Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm is SEC-registered (initial registration recorded in 1988) and combines percentage-of-AUM advisory fees with commission-based products. Core advisory services include financial planning, portfolio management for individuals and small businesses, and market-timing services. The firm maintains broker-dealer and insurance company affiliations, which align with its use of commissionable products and annuity solutions. Point Windward does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities77%
Cash & Cash Equivalents10%
Public Funds/Mutual Funds5%
Investment Grade Corp Bonds4%
US Government Bonds2%

Owners & executives

1 of 1

William Wurm
CEO & Portfolio ManagerCRD 2354992

Contacts

3 of 6

Richard Owen Jr.
Vice President and Portfolio ManagerCRD 5461926
Evan Slater
Executive Vice President and Fixed Income Portfolio ManagerCRD 2283494
Michael Stern
Senior Financial AdvisorCRD 1243168