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Administrator, Stockholder · Point Windward Advisors, Inc.

Veronica C Marton

CRD 2537985 · Named on Form ADV at one SEC-registered adviser

At a glance

Point Windward Advisors, Inc., an SEC-registered wealth manager based in New York, NY with $359 million in regulatory assets, lists Veronica C Marton on its Form ADV as Administrator, Stockholder.

Firms and roles

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Veronica’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • William R. WurmChief Investment Officer, Corp SEC, Stockholder, Point Windward Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Veronica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.