Be advised. This firm is no longer registered.

Winfield Associates Inc.

Winfield Associates Inc. (CRD# 108969) is a financial advisory firm headquartered in Cleveland, OH. They manage $368,989,451 in 618 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $597,070
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, MO, NY, OH, OR, PA, TX, VA, WA

Financial Advisors at Winfield Associates Inc.
No Advisor Found.
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