Assets Under Management
$69.6M
Number of Clients
334
Number of Advisors
3
Average Client AUM
$208K
AUM per Advisor
$23.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Eastwind Capital Wealth Management (ECWM) offers customized portfolio management services through its Specialized Strategic Investment Model, focusing on income and capital preservation. They also provide financial consulting services on an hourly basis. ECWM manages client accounts with discretionary authority, primarily recommending mutual funds and ETFs.
921 Eastwind Drive, Suite 101, Westerville, OH, 43081