AVENTUS INVESTMENT ADVISORS, INC.
other names
- AVENTUS INVESTMENT ADVISORS, INC.
- AVENTUS ADVISORS
- WINDWARD CAPITAL GROUP LLC
- WINDWARD CAPITAL
- AVENTUS INVESTMENT ADVISORS LLC
Adviser Profile
| Registration status | Registration Changed to AVENTUS INVESTMENT ADVISORS, INC. |
| As of Date | 12/21/2024 |
| ADV Location | CORNELIUS, NC, United States |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| AUM* | 98,371,070 -14% |
| of that, discretionary | 98,371,070 |
| Private Fund GAV* | 0 |
| Avg Account Size | 265,868 -11% |
| % High Net Worth | 29.01% 9% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 704 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds