SECONDWIND ASSET MANAGEMENT LLC
RIASEC Registered
Total AUM
$5.8M
Discretionary
$5.8M
100% of AUM
Avg account
$1.5M
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 150914
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Secondwind Asset Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is owned by an individual and follows a fee structure based on a percentage of assets under management (AUM). While it does not actively engage in ESG investing, the firm has carved out a niche in the wealth management space by catering to a select client base that values personalized investment strategies.
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 Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1DAVID MARTINSON
Managing MemberCRD 1192289
Wealth 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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