Winslow Asset Management Inc.

Winslow Asset Management Inc. (CRD# 106337) is a financial advisory firm headquartered in Beachwood, OH. They manage $609,038,294 in 133 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    609
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $4,579,235
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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, FL, NH, OH

Financial Advisors at Winslow Asset Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Susan F. Akers
CRD#: 2812948
25201 Chagrin Blvd, Suite 185, Beachwood, OH 44122
93
Wealthminder
score

Susan Akers (CRD# 2812948) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 20 years of experience in the finance industry.

2
Phoebe V. Kaylor
CRD#: 2655380
25201 Chagrin Blvd., Suite 185, Beachwood, OH 44122
93
Wealthminder
score

Phoebe Kaylor (CRD# 2655380) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 21 years of experience in the finance industry.

3
Barbara A. Myers
CRD#: 2456211
25201 Chagrin Blvd, Suite 185, Beachwood, OH 44122
93
Wealthminder
score

Barbara Myers (CRD# 2456211) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 22 years of experience in the finance industry.

4
Christopher W. Muirhead
CRD#: 5964729
3333 Richmond Rd #180, Beachwood, OH 44122
90
Wealthminder
score

Christopher Muirhead (CRD# 5964729) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 4 years of experience in the finance industry.

5
Jeffrey B. Travis
CRD#: 5161258
3333 Richmond Rd #180, Beachwood, OH 44122
90
Wealthminder
score

Jeffrey Travis (CRD# 5161258) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has 1 year of experience in the finance industry.

6
Gerald W. Goldberg
CRD#: 1808877
25201 Chagrin Blvd, Suite 185, Beachwood, OH 44122
87
Wealthminder
score

Gerald Goldberg (CRD# 1808877) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has 1 year of experience in the finance industry.

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