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 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
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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