EASTWIND CAPITAL, LLC
Legal name: ESTATE PLANNING PROFESSIONALS
CRD #146957 SEC #801-69213 WESTERVILLE, OH 614-888-2230
SEC Registered
Total AUM
$128.9M
Discretionary
$58.3M
Employees
11
Clients
11
Accounts
1,461
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $52.3M | $52.3M | $0 | 11 | 1,000 |
| May 2012 | $128.9M | $58.3M | $70.6M | 11 | 1,000 |
| Mar 2012 | $128.9M | $58.3M | $70.6M | 11 | 1,000 |
| Jan 2012 | $128.9M | $58.3M | $70.6M | 11 | 1,000 |
| Jun 2011 | $178.7M | $178.7M | $0 | -- | -- |
| Mar 2011 | $178.7M | $178.7M | $0 | -- | -- |
| Jan 2011 | $178.7M | $178.7M | $0 | -- | -- |
| Jan 2011 | $178.7M | $178.7M | $0 | -- | -- |
| Jan 2011 | $39.2M | $21.4M | $17.8M | 5 | -- |
| Nov 2010 | $39.2M | $21.4M | $17.8M | 5 | -- |
| Sep 2010 | $39.2M | $21.4M | $17.8M | 5 | -- |
| Jul 2010 | $39.2M | $21.4M | $17.8M | 5 | -- |
| Mar 2010 | $39.2M | $21.4M | $17.8M | 5 | -- |
| Feb 2009 | $38.5M | $38.5M | $0 | 5 | -- |
DateJul 2012
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees11
Clients1,000
DateMay 2012
Total AUM$128.9M
Discretionary$58.3M
Non-Disc.$70.6M
Employees11
Clients1,000
DateMar 2012
Total AUM$128.9M
Discretionary$58.3M
Non-Disc.$70.6M
Employees11
Clients1,000
DateJan 2012
Total AUM$128.9M
Discretionary$58.3M
Non-Disc.$70.6M
Employees11
Clients1,000
DateJun 2011
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$39.2M
Discretionary$21.4M
Non-Disc.$17.8M
Employees5
Clients--
DateNov 2010
Total AUM$39.2M
Discretionary$21.4M
Non-Disc.$17.8M
Employees5
Clients--
DateSep 2010
Total AUM$39.2M
Discretionary$21.4M
Non-Disc.$17.8M
Employees5
Clients--
DateJul 2010
Total AUM$39.2M
Discretionary$21.4M
Non-Disc.$17.8M
Employees5
Clients--
DateMar 2010
Total AUM$39.2M
Discretionary$21.4M
Non-Disc.$17.8M
Employees5
Clients--
DateFeb 2009
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--