WINSLOW ASSET MANAGEMENT INC
Firm details
- Headquarters
- BEACHWOOD, Ohio
- CRD number
- 106337
- Registered since
- May 12, 1992
- Website
- 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 small, SEC-registered advisory firm that has been operating since 1992 as a corporation owned by an individual. The firm serves both individuals/families and institutional clients, providing portfolio management for private individuals, small businesses and for business or institutional accounts. Its fee arrangements include both percentage-of-AUM billing and fixed fees. Winslow is not positioned as an ESG-focused advisor, does not identify as a multi-state adviser, and does not act as a capital allocator.
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 Equities87%
- US Government Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
3 of 3TIMOTHY GOLDBERG
CEOCRD 7088480
GERALD GOLDBERG
Chairman and Chief Executive OfficerCRD 1808877
Kimberly Roberts
Chief Compliance OfficerCRD 7125201
Contacts
1 of 1BARBARA 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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