Windward Capital Management, based in Los Angeles, is ranked No. 74 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $1.3 billion
Accounts Under Management: 207
Years in Business: 29
- No minimum asset threshold
Leadership and Contact Information:
Joseph Robillard, chief executive officer
Donald Bessler, chief investment officer and portfolio manager
Kenneth Kilpo, managing director, advisory services
windwardcapital.com
11111 Santa Monica Blvd., Suite 1200, Los Angeles, CA 90025
(310) 893-3000
