David Brian Lennox

Eastwind Capital Wealth Management

20 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Eastwind Capital Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

334 clients

Average Client Portfolio

$208K average

Assets Under Management

$69.6M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

921 Eastwind Drive, Suite 101, Westerville, OH, 43081

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History

Regulatory History (1)

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Customer Dispute

December 2007

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David works as a representative for Estate Planning Professionals, providing insurance services since 1991. This non-investment related activity takes up about half of David's time.