$358.6M Total AUM
$347.8M Disc. AUM
10.6% 3Y CAGR
9 Employees
278 ADV. Clients
38 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-1988
- Office Locations
- 4
Office Locations
880 Third Avenue NEW York NY
-- Livingston NJ
-- Naples FL
About Point Windward Advisors, Inc.
Beech Hill Advisors is an independent, SEC-registered boutique RIA in New York City with over three decades of experience. The firm builds and manages discretionary equity, fixed income, and balanced portfolios, pairing investment management with a client-centered planning dialogue around evolving goals. Securities are introduced through Beech Hill Securities, Inc., and some representatives are dually registered.
Team overview
-- AVG AGE
$44.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.7 yrs AVG TENURE
9 Employees
8 Advisory Reps
6 RIA Reps
38yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
WILLIAM ROBERT WURM
Chief Investment Officer
- CRD
- #2354992
- Ownership
- 75% or more
Available
Available
Available
V
VERONICA C MARTON
--
- CRD
- #2537985
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
RICHARD OWEN JR. JR
--
- CRD
- #5461926
Available
Available
Available
E
EVAN DAVID SLATER MR.
--
- CRD
- #2283494
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $347,768,355 | $635,774 |
| Non-Discretionary | $10,796,860 | $899,738 |
| Total | $358,565,215 | $641,440 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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