Winship Park Asset Management, LLC

Winship Park Asset Management, LLC (CRD# 127409) is a financial advisory firm headquartered in Ross, CA. They manage $46,815,243 in 142 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
23 Ross Common, #5, Ross, CA 94957
https://www.winshipwealth.com/
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $329,685
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Winship Park Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Craig Slayen, financial advisor Ross CA
Craig S. Slayen
CRD#: 2982946
23 Ross Common, Suite #5, Ross, CA 94957

Craig Slayen (CRD# 2982946) is an Investment Advisor Representative working at Winship Park Asset Management, LLC in Ross, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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