Winship Park Asset Management, LLC

Winship Park Asset Management, LLC (CRD# 127409) is a financial advisory firm headquartered in Ross, CA. They manage $34,183,459 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $275,673
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
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

Financial Advisors at Winship Park Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Craig S. Slayen
CRD#: 2982946
21 Tamal Vista Blvd , Suite 245, Corte Madera, CA 94925
98
Wealthminder
score

Craig Slayen (CRD# 2982946) is an Investment Advisor Representative working at Winship Park Asset Management, LLC in Corte Madera, CA and has over 18 years of experience in the finance industry.

2
Adam J. Steinhorn
CRD#: 5601947
23 Ross Common, #4b, Ross, CA 94957
93
Wealthminder
score

Adam Steinhorn (CRD# 5601947) is an Investment Advisor Representative working at Winship Park Asset Management, LLC in Ross, CA and has over 7 years of experience in the finance industry.

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