Tradewinds Capital Management

EST. AUM
$727,324,070

CONTACTS
5

CLIENT ACCOUNTS
2,268

Firm Details

Metro area Seattle
CRD Number 145934
Website tradewinds.com
Client types

Overview

Tradewinds Capital Management, LLC, is an independent Registered Investment Advisory (RIA) firm based in Bellingham, Washington. The firm's principals transitioned from commission-based brokerage services to establish a client-focused practice free from conflicts of interest, ensuring that advice remains unbiased and aligned with clients' best interests. The firm's finanialize in wealth management and financial planning for individual investors, as well as in setting up and managing company-sponsored retirement plans, including SIMPLE, SEP, and 401(k) plans, for business owners. As a fiduciary, Tradewinds Capital Management provides objective, professional, and tailored advice on a non-commission (level fee) basis. To maintain indeuring clients' assets are securely held, Tradewinds Capital Management partners with Schwab Institutional, a division of Charles Schwab & Co., Inc. The firm does not receive commission revenue from any investment products it recommends, reinforcing its commitment to placing clients' interests at the forefront. The firm's relatts is built on a foundation of trust, with the understanding that their success is mutually beneficial.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Tradewinds Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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