Winslow Asset Management Inc

RIASEC RegisteredEst. 1992
Total AUM
$627M
Discretionary
$627M
100% of AUM
Avg account
$4.8M
Accounts
130
Employees
6
Advisory reps
6

Firm details

Headquarters
Beachwood, Ohio
CRD number
106337
Registered since
May 12, 1992
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

FINTRX

Overview

Winslow Asset Management Inc is an independent registered investment adviser that has been operating since 1992. Organized as a corporation and owned privately by an individual, the firm serves both individual and family clients as well as institutional and business accounts. Its advisory work centers on discretionary portfolio management for retail and small-business clients and for institutional/business clients. Fees are charged as a percentage of assets under management and, in some cases, as fixed fees. The firm does not describe itself as an active ESG investor, is not multi-state registered, and does not function as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, US Government Bonds 7%, Cash & Cash Equivalents 6%87%
  • Exchange Traded Equities87%
  • US Government Bonds7%
  • Cash & Cash Equivalents6%

Owners & executives

3 of 4
  • Timothy Goldberg

    Timothy Goldberg

    CEOCRD 7088480

  • Gerald Goldberg

    Gerald Goldberg

    Chairman and Chief Executive OfficerCRD 1808877

  • Kimberly Roberts

    Kimberly Roberts

    Chief Compliance OfficerCRD 7125201

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Contacts

2 of 2
  • Phoebe Kaylor

    Vice PresidentCRD 2655380

  • Barbara Myers

    Barbara Myers

    Investment AdvisorCRD 2456211

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth