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WINSLOW ASSET MANAGEMENT INC

3333 Richmond Rd #180
Beachwood, Ohio 44122
Tel: 216-360-4700

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About WINSLOW ASSET MANAGEMENT INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#106337
SEC#801-41392
Assets Managed by Firm$585,533,722
No. of Clients140
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total140$585,533,722
High net worth individuals140$418,956,251
Pension and profit sharing plans1$150,835,217
Charitable organizations6$15,742,254

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