Leeward Financial Partners is an investment advisor in Bellevue with $188.10 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821531856
SEC advisor number
801-119921
FINRA CRD number
288779
AUM ?
$188.10 mm
(as of 31 Aug 22)
Accounts
388
(as of 31 Aug 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 9 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Emery, Michael, D. | Member, Manager, President and Chief Investment Officer | 05/2017 | 50-75% |
Ridgeway, James, Michael | Member, Manager, Chief Executive Officer and Chief Compliance Officer | 05/2017 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22