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Leeward Financial Partners, LLC

● SEC registered since 2020CRD 288779SEC# 801-119921
Export (members)
Reg. AUM
$323.8M
Employees
3
Accounts
563
Location

Leeward Financial Partners, LLC assets under management

Leeward Financial Partners, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $323.8 million in regulatory assets under management and employs 3 people.

Leeward Financial Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Michael Ridgeway ControlMember, Manager, Chief Executive Officer And Chief Compliance Officer50-75%2017
Michael D. Emery ControlMember, Manager, President And Chief Investment Officer50-75%2017

Frequently asked questions

How much does Leeward Financial Partners, LLC manage?

Leeward Financial Partners, LLC reports $323.8 million in regulatory assets under management on its Form ADV.

How many employees does Leeward Financial Partners, LLC have?

Leeward Financial Partners, LLC reports 3 employees.

Does Leeward Financial Partners, LLC disclose fund performance?

Leeward Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(206) 718-6644
FaxN/A
Office hours9 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$323.8M
Non-discretionary$0
Total (RAUM)$323.8M