Point Windward Advisors, Inc.
● SEC registered since 1988CRD 110457SEC# 801-31503New York, NY
Reg. AUM
$358.6M
Employees
9
Accounts
559
Location
New York, NY
Point Windward Advisors, Inc. assets under management
Point Windward Advisors, Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1988. It reports $358.6 million in regulatory assets under management and employs 9 people.
Point Windward Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Veronica C Marton | Administrator, Stockholder | 10-25% | 2007 |
| Veronica C Marton | Chief Compliance Officer | 10-25% | 2025 |
| William Robert Wurm Control | Chief Investment Officer, Corp Sec, Stockholder | Over 75% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Point Windward Advisors, Inc. manage?
Point Windward Advisors, Inc. reports $358.6 million in regulatory assets under management on its Form ADV.
How many employees does Point Windward Advisors, Inc. have?
Point Windward Advisors, Inc. reports 9 employees.
Where is Point Windward Advisors, Inc. located?
Point Windward Advisors, Inc. is based in New York, NY and has been SEC-registered since 1988.
Does Point Windward Advisors, Inc. disclose fund performance?
Point Windward Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 880 Third Ave 16th Floor, New York, NY 10022 |
| Phone | 212-350-7250 |
| Fax | 212-350-7201 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$358.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$358.6Mregulatory AUM
Discretionary $347.8MNon-discretionary $10.8M