Leeward Financial Partners, LLC is an adviser based in Bellevue. It manages $5.5 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2017.
Leeward Financial Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Leeward Financial Partners, LLC is $5.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 175% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Leeward Financial Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Leeward Financial Partners, LLC performs its advisory services is located at 67 Cascade Key, Bellevue, WA 98006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (206) 718-6644 or by fax N/A. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at leewardfinancialpartners.com.