Tradewinds, LLC

Tradewinds, LLC (CRD# 316415) is a financial advisory firm headquartered in Raleigh, NC. They manage $293,948,297 in 1,014 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
4600 Marriott Dr., Suite 200, Raleigh, NC 27612
https://www.tradewinds.global/
By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $289,890
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, NC, NH, NY, SC, TX, VA

Financial Advisors at Tradewinds, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Martin Boney, financial advisor Raleigh NC
Martin M. Boney
CRD#: 2214276
4600 Marriott Dr., Suite 200, Raleigh, NC 27612

Martin Boney (CRD# 2214276) is an Investment Advisor Representative working at Tradewinds, LLC in Raleigh, NC and has over 32 years of experience in the finance industry.

2
Miller Hoffman, financial advisor Raleigh NC
Miller B. Hoffman
CRD#: 6810819
4600 Marriott Dr., Suite 200, Raleigh, NC 27612

Miller Hoffman (CRD# 6810819) is an Investment Advisor Representative working at Tradewinds, LLC in Raleigh, NC and has over 4 years 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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