Windward Partners

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

104 W Broad St, Greenville, South Caroli...

Phone Number

(706) 781-7823

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Windward Partners

Windward Partners is a registered investment advisory firm specializing in the management of investment portfolios for individuals and small institutions. With twenty-nine years of investment management experience, the firm focuses on achieving clients' financial goals through customized portfolios and a clear fee structure. Windward emphasizes integrity and independent research, ensuring that decision-making is conducted in-house. The firm's mission is to enhance the value of clients' portfolios while aligning its interests with those of its clients.Explore more
Windward Partners's Social MediaPopular SearchesWindward PartnersWindward Partners LLCWindward Partners IncWindward Partners LPWindward Partners LtdSIC Code 62,628NAICS Code 52,523Show more

Windward Partners Org Chart

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SG
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Manager, Investment & Securities Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windward Partners

<$5M
11-50
Private
-
2004
SG
Steven GammageManager, Investment & Securities Analyst
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Windward Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Windward Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Windward Partners.

Windward Partners Tech Stack

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Frequently Asked Questions Regarding Windward Partners

What is Windward Partners's official website?
Windward Partners's official website is www.windwardpartnersllc.com
What is Windward Partners's Revenue?
Windward Partners's revenue is <$5 Million
What is Windward Partners's SIC code?
Windward Partners's SIC: 62,628
What is Windward Partners's NAICS code?
Windward Partners's NAICS: 52,523
How many employees does Windward Partners have?
Windward Partners has 11-50 employees
What industry does Windward Partners belong to?
Windward Partners is in the industry of: Finance, Securities Trading
What is Windward Partners competition?
Windward Partners top competitors include: Evanson Asset Management, Garrett Nagle, Sheets Smith Investment Management, Siler Wealth Management
What technology does Windward Partners use?
Some of the popular technologies that Windward Partners uses are: reCAPTCHA, Snowplow, Google Universal Analytics, Cloudflare CDN
How do I contact Windward Partners?
Windward Partners contact info: Phone number: (706) 781-7823 Website: www.windwardpartnersllc.com
What does Windward Partners do?

Windward Partners is a registered investment advisory firm specializing in the management of investment portfolios for individuals and small institutions. With twenty-nine years of investment management experience, the firm focuses on achieving clients' financial goals through customized portfolios and a clear fee structure. Windward emphasizes int... egrity and independent research, ensuring that decision-making is conducted in-house. The firm's mission is to enhance the value of clients' portfolios while aligning its interests with those of its clients.Read More

What are Windward Partners social media links?
Windward Partners Linkedin page
Is Windward Partners a public company?
Windward Partners is private company therefore does not currently have an official ticker symbol
See more information about Windward Partners

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