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POINT WINDWARD ADVISORS, INC.

NEW YORK, NY · CRD 110457 · IAPD ↗ · bh-adv.com · 212-350-7250

$358.6MRegulatory AUM
8Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — POINT WINDWARD ADVISORS, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2026 — BEECH HILL ADVISORS, INC is now doing business as POINT WINDWARD ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2025 — BEECH HILL ADVISORS, INC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — BEECH HILL ADVISORS, INC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.