Point Windward Advisors, Inc.

RIASEC RegisteredEst. 1988

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 a privately owned corporate RIA that primarily serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it lists market timing services among its advisory offerings. Compensation comes through both a percentage-of-AUM fee model and commissions. Point Windward reports affiliations with a broker-dealer and an insurance company, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Michael Stern
Vice President and Portfolio ManagerCRD 1243168
Veronica Marton
AdministratorCRD 2537985
Evan Slater
Executive Vice President and Fixed Income Portfolio ManagerCRD 2283494