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WINDWARD CAPITAL MANAGEMENT CO
CRD 106908 · SEC 801-50819
11111 SANTA MONICA BOULEVARD, SUITE 1200, LOS ANGELES, CA, 90025, United States
Phone
310-893-3000
Fax
310-893-3001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.86B
Discretionary AUM
$1.28B
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersSUB-ADVISORY SERVICES TO REGISTERED INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $24.6M |
| High net worth individuals | 74 | $1.18B |
| Pension/profit sharing plans | 35 | $641.8M |
| Charitable organizations | 4 | $9.3M |
| Corporations/business entities | 3 | $4.3M |
States served
AZ, CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD