POINT WINDWARD ADVISORS, INC.

POINT WINDWARD ADVISORS, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 110457). Regulatory assets under management: $358.6M.

Registration

Business model

Compensation: % of AUM, Commissions.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (10)

NameRoleLocation
William Robert WurmCHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER, CORP SEC, STOCKHOLDER—
Veronica C MartonADMINISTRATOR, STOCKHOLDER; CHIEF COMPLIANCE OFFICER—
Paul Seth CantorCHIEF COMPLIANCE OFFICER; STOCKHOLDER, CHAIRMAN EMERITUS—
WURM PAUL ROBERTCHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER, CORP SEC, STOCKHOLDER; CHIEF INVESTMENT OFFICER, STOCKHOLDER—
CANTOR PAUL SETHCHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, STOCKHOLDER; PRESIDENT, STOCKHOLDER—
WEISS JOSEPH BERTRAMSTOCKHOLDER; V.P., TREASURER, STOCKHOLDER—
FIORINI DONNA ANNECHIEF COMPLIANCE OFFICER; DIRECTOR, SECRETARY, STOCKHOLDER—
MARTON VERONICA CADMINISTRATOR; ADMINISTRATOR, STOCKHOLDER—
FIORINIGOLDMAN DONNA ANNEDIRECTOR, SECRETARY, STOCKHOLDER—
IANNUZZI ADOLFO VINCENTCHIEF OPERATIONS OFFICER—

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