Tradewinds Capital Management, LLC
Tradewinds Capital Management, LLC (CRD# 145934) is a financial advisory firm headquartered in Bellingham, WA. They manage $523,698,592 in 2,483 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management524MILLION
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Total Number of Accounts2,483ACCOUNTS
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Average Account Value$210,914
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, MN, MO, NH, OR, TN, TX, WA
Bryant Engebretson (CRD# 2443248) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 30 years of experience in the finance industry.
Kyle Jackson (CRD# 5125808) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 17 years of experience in the finance industry.
Azita Simler (CRD# 4803527) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 11 years of experience in the finance industry.
Tyson Clawson (CRD# 7684734) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has 1 year of experience in the finance industry.
Donald Pence (CRD# 3028301) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has over 24 years of experience in the finance industry.
Justin Slagle (CRD# 7829120) is an Investment Advisor Representative working at Tradewinds Capital Management, LLC in Bellingham, WA and has 1 year of experience in the finance industry.