Michael
Engelman
Westwind Capital
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About this Advisor
Michael Engelman is a financial advisor based in Las Cruces, New Mexico, working with Westwind Capital. Michael has previously held positions at Wedbush Morgan Securities, Wedbush, and Westwind Capital. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Colorado and New Mexico. Currently, Michael is part of Westwind Capital, which operates out of Las Cruces, New Mexico. The firm has 1 office and 8 employees. The firm manages assets totaling $623.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Westwind Capital includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westwind Capital Brokerage Details
$623,306,776
8
1,832
$340,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michael Engelman Work History
Westwind Capital
Wedbush Morgan Securities
Wedbush
Disclosures
Please visit the SEC profile of Michael Engelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westwind Capital
Las Cruces, NM
Las Cruces, NM
Las Cruces, NM
Denver, CO
Las Cruces, NM
Las Cruces, NM
Las Cruces, NM
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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