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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2005
- Office Locations
- 1
Office Locations
About Windward Partners, L.l.c.
Windward Partners is a Georgia-based RIA managing investment portfolios for individuals and small institutions. The firm conducts independent, in-house equity and fixed income research, builds separate accounts with individual securities, and customizes portfolios (including tax strategies when appropriate). It emphasizes straightforward communication and transparent, asset-based fees aligned with portfolio value. Custodies with Charles Schwab.
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Investment Themes
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Owner & Executives
STEVEN CLINE GAMMAGE
Analyst, Chief Compliance Officer, President
- CRD
- #1831278
- Ownership
- 75% or more
JOEL DANIEL
--
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,810,555 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,810,555 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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