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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 8, 2016
    • $120.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 0
      number of clients
    • $0
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Property & Casualty Insurance
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

11

name start date
Kenneth Glen Kilpo
April 2000
Jeremy Ronald Johnson
May 2002
Joseph Colin Robillard
January 2011
Christopher Rudolph Eichler
January 2004
Milkahelaine Deleon Loscalzo
October 2006

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    The Windward Capital Group, Inc. -- --
    Windward Capital Management Co IAR $588,818,366

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert Wayne Nichols -- N/A 50% to 75%
      Donald Robert Bessler Chief Investment Officer May, 2004 less than 5%
      Robert Wayne Nichols Chairman April, 1997 less than 5%
        Source: FINRA

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Commissions