Investment adviser · CRD 146957

ESTATE PLANNING PROFESSIONALS

Investment adviser filing (IA)

EASTWIND CAPITAL, LLC

WESTERVILLE, OH, United States · Form ADV filed Jul 6, 2012

Regulatory AUM
$52.3M
Form ADV · Item 5.F
Client accounts
675
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 6, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

921 EASTWIND DRIVE, SUITE 101
WESTERVILLE, OH, 43081, United States

CRD 146957

Filing source

Form ADV 653451 · Jul 6, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.