Leeward Financial Partners, LLC

Leeward Financial Partners, LLC (CRD# 288779) is a financial advisory firm headquartered in , . They manage $269,908,119 in 521 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.leewardfp.com/
By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $518,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Leeward Financial Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Emery, financial advisor Bellevue WA
Michael D. Emery
CRD#: 4209308
Bellevue, WA

Michael Emery (CRD# 4209308) is an Investment Advisor Representative working at Leeward Financial Partners, LLC in Bellevue, WA and has 1 year of experience in the finance industry.

2
James Ridgeway, financial advisor Bellevue WA
James M. Ridgeway
CRD#: 2629340
Bellevue, WA

James Ridgeway (CRD# 2629340) is an Investment Advisor Representative working at Leeward Financial Partners, LLC in Bellevue, WA and has over 28 years of experience in the finance industry.

3
Connor Ridgeway, financial advisor Bellevue WA
Connor J. Ridgeway
CRD#: 7640114
Bellevue, WA

Connor Ridgeway (CRD# 7640114) is an Investment Advisor Representative working at Leeward Financial Partners, LLC in Bellevue, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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