Windward Financial Strategies

Finance · Alaska, United States · 11-50 Employees

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Overview

Headquarters

911 W 8th Ave Ste 101, Anchorage, Alaska...

Phone Number

(907) 764-8889

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Windward Financial Strategies

Windward Financial Strategies is a financial advising firm based in Anchorage, Alaska, dedicated to helping a diverse clientele including individuals, families, business owners, and those with special needs. They offer comprehensive wealth management and financial planning services, focusing on personalized strategies that align with clients' unique goals and values. The firm emphasizes transparency and inclusivity, catering to non-traditional families and advocating for socially responsible investing. Their mission is to guide clients in navigating their financial paths, ensuring they feel heard and supported in their pursuit of long-term financial security.Explore more
Windward Financial Strategies's Social MediaPopular SearchesWindward Financial StrategiesWindwardWindward Financial Strategies LLCSIC Code 62,628NAICS Code 52,523Show more

Windward Financial Strategies Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windward Financial Strate...

<$5M
11-50
Private
-
2021
JA
J. AndrewsWindward Financial Strategies President & Founder
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
11-50
Private
-
-
BF
Brian FitzgeraldPartner, Business Development and Operations Director
<$5M
1-10
Private
-
-
CR
Christian RamosVice President, Managing Member
<$5M
1-10
Private
<$5M
2015
CG
Caitlin GilmanRegistered Associate
<$5M
1-10
Private
-
-
WL
Wills LoriBrokerage Administrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Windward Financial Strategies Tech Stack

A closer look at the technologies used by Windward Financial Strategies

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Frequently Asked Questions Regarding Windward Financial Strategies

What is Windward Financial Strategies's official website?
Windward Financial Strategies's official website is www.windwardfs.com
What is Windward Financial Strategies's Revenue?
Windward Financial Strategies's revenue is <$5 Million
What is Windward Financial Strategies's SIC code?
Windward Financial Strategies's SIC: 62,628
What is Windward Financial Strategies's NAICS code?
Windward Financial Strategies's NAICS: 52,523
How many employees does Windward Financial Strategies have?
Windward Financial Strategies has 11-50 employees
What industry does Windward Financial Strategies belong to?
Windward Financial Strategies is in the industry of: Finance, Securities Trading
What is Windward Financial Strategies competition?
Windward Financial Strategies top competitors include: Framework Financial Planning, Live Oak Private Wealth, BroadFront Capital Management, MAR Wealth Management Services
What technology does Windward Financial Strategies use?
Some of the popular technologies that Windward Financial Strategies uses are: Calendly
How do I contact Windward Financial Strategies?
Windward Financial Strategies contact info: Phone number: (907) 764-8889 Website: www.windwardfs.com
What does Windward Financial Strategies do?

Windward Financial Strategies is a financial advising firm based in Anchorage, Alaska, dedicated to helping a diverse clientele including individuals, families, business owners, and those with special needs. They offer comprehensive wealth management and financial planning services, focusing on personalized strategies that align with clients' uniqu... e goals and values. The firm emphasizes transparency and inclusivity, catering to non-traditional families and advocating for socially responsible investing. Their mission is to guide clients in navigating their financial paths, ensuring they feel heard and supported in their pursuit of long-term financial security.Read More

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

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