Winslow Asset Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 292557
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI83.33%
- Individuals16.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Winslow Asset Group, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm serves individual and family clients and provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional or business clients. Its fee model includes both a percentage-of-AUM fee and performance-based fees, and it does not list ESG investing as an active focus. The adviser is not identified as a multi-state or capital-allocating organization in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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