Winslow Asset Management Inc
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 106337
- Registered since
- May 12, 1992
- Website
- www.winslowasset.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, PNC INVESTMENTS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.31%
- Pension & Profit Sharing Plans29.07%
- Charitable Organizations2.62%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Winslow Asset Management Inc is a privately owned corporation that provides discretionary portfolio management to both individual/family clients and institutional or business clients. The firm has been SEC-registered since 1992 and bills clients through a combination of percentage-of-AUM and fixed fees. Its advisory scope, as reported, focuses on portfolio management for individuals, small businesses and larger business or institutional accounts. Winslow reports a preference for equity exposure and does not identify itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities87%
- US Government Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
3 of 4
Timothy Goldberg
CEOCRD 7088480
Gerald Goldberg
Chairman and Chief Executive OfficerCRD 1808877
Kimberly Roberts
Chief Compliance OfficerCRD 7125201
Contacts
2 of 2Phoebe Kaylor
Vice PresidentCRD 2655380
Barbara Myers
Investment AdvisorCRD 2456211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 3333 Richmond Rd
- Time zone
- ET (UTC-5)
- Office locations
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