Winfield Associates Inc.

Winfield Associates Inc. (CRD# 108969) is a financial advisory firm headquartered in Cleveland, OH. They manage $204,480,552 in 494 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $413,928
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, MO, NY, OH, OR, VA, WA

Financial Advisors at Winfield Associates Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Christopher W. Baker
CRD#: 4378171
700 West St. Clair Avenue, Suite 404, Cleveland, OH 44113
93
Wealthminder
score

Christopher Baker (CRD# 4378171) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 17 years of experience in the finance industry.

2
William W. Baker
CRD#: 10976
700 West St. Clair Ave, Suite 404, Cleveland, OH 44113
93
Wealthminder
score

William Baker (CRD# 10976) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 29 years of experience in the finance industry.

3
Mark Q. Haley
CRD#: 4326879
700 West St. Clair Avenue, Suite 404, Cleveland, OH 44113
93
Wealthminder
score

Mark Haley (CRD# 4326879) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 15 years of experience in the finance industry.

4
George H. Hays
CRD#: 701747
700 West St. Clair Avenue, Suite 404, Cleveland, OH 44113
93
Wealthminder
score

George Hays (CRD# 701747) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 33 years of experience in the finance industry.

5
Christophe D. Jambon
CRD#: 6255316
700 W. Saint Clair Ave, Ste 404, Cleveland, OH 44113
89
Wealthminder
score

Christophe Jambon (CRD# 6255316) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 3 years of experience in the finance industry.

6
Thomas J. Nyitray
CRD#: 350058
700 West St. Clair Avenue, Suite 404, Cleveland, OH 44113
83
Wealthminder
score

Thomas Nyitray (CRD# 350058) is an Investment Advisor Representative working at Winfield Associates Inc. in Cleveland, OH and has over 32 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.