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LEEWARD FINANCIAL PARTNERS, LLC

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Company Details

Legal Name: LEEWARD FINANCIAL PARTNERS, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: May 9th 2017
Expiration date: 31 May 2026
UBI Number: 604 126 313
ZIP code: 98006
City: Bellevue
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 67 CASCADE KEY, BELLEVUE, WA, 98006, UNITED STATES

Contact Details

E-Mail: JIM@LEEWARDFP.COM
Phone Number: +1 206-718-6644

Nature of Business

Professional, Scientific & Technical Services, INVESTMENT ADVISORY SERVICES

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Registered Agent Information

Name Role
CAPITOL CORPORATE SERVICES, INC. Registered Agent

Key Officers & Management

Name Role
JAMES RIDGEWAY Governing Person
MICHAEL EMERY Governing Person

Central Index Key

CIK number:
0001735201
Phone:
206-718-6644

Latest Filings

Form type:
13F-HR
File number:
028-21499
Filing date:
2025-05-09
File:
Form type:
13F-HR
File number:
028-21499
Filing date:
2025-02-13
File:
Form type:
13F-HR
File number:
028-21499
Filing date:
2024-10-30
File:

Form 5500 Series

Employer Identification Number (EIN):
821531856
Plan Year:
2023
Number Of Participants:
2
Plan Name:
RETIREMENT TRUST
Sponsor's telephone number:
Plan Administrator / Signatory:
PLAN SPONSOR(Plan administrator)

Trademarks

Serial Number:
99049753
Mark:
LEEWARD FINANCIAL PARTNERS
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-02-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
LEEWARD FINANCIAL PARTNERS

Goods And Services

For:
Financial planning; Investment advisory services; Financial services, namely, wealth management services
First Use:
2017-05-09
International Classes:
036 - Primary Class
Class Status:
Active
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