3333 Richmond Rd #180
Beachwood, Ohio 44122
Tel: 216-360-4700
WINSLOW ASSET MANAGEMENT INC, formally registered with the SEC as WINSLOW ASSET MANAGEMENT INC. The firm was established in 05/12/1992. They have over 1 offices throughout the country.
WINSLOW ASSET MANAGEMENT INC is a Beachwood, Ohio based Financial Planning firm with nearly $585,533,722 assets under management, offering retirement planning & investment advisory services to 140 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106337 |
SEC# | 801-41392 |
Assets Managed by Firm | $585,533,722 |
No. of Clients | 140 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 140 | $585,533,722 |
High net worth individuals | 140 | $418,956,251 |
Pension and profit sharing plans | 1 | $150,835,217 |
Charitable organizations | 6 | $15,742,254 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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