Winslow Asset Management Inc.

Winslow Asset Management Inc. (CRD# 106337) is a financial advisory firm headquartered in Beachwood, OH. They manage $585,533,722 in 140 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3333 Richmond Rd #180, Beachwood, OH 44122
http://www.winslowasset.com
By the Numbers
  • Total Assets Under Management
    586
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $4,182,384
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
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 Akers, financial advisor Beachwood OH
Susan F. Akers
CRD#: 2812948
25201 Chagrin Blvd, Suite 185, Beachwood, OH 44122

Susan Akers (CRD# 2812948) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 27 years of experience in the finance industry.

2
Gerald Goldberg, financial advisor Beachwood OH
Gerald W. Goldberg
CRD#: 1808877
25201 Chagrin Blvd, Suite 185, Beachwood, OH 44122

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.

3
Phoebe Kaylor, financial advisor Beachwood OH
Phoebe V. Kaylor
CRD#: 2655380
25201 Chagrin Blvd., Suite 185, Beachwood, OH 44122

Phoebe Kaylor (CRD# 2655380) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 28 years of experience in the finance industry.

4
Christopher Muirhead, financial advisor Beachwood OH
Christopher W. Muirhead
CRD#: 5964729
3333 Richmond Rd #180, Beachwood, OH 44122

Christopher Muirhead (CRD# 5964729) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 12 years of experience in the finance industry.

5
Barbara Myers, financial advisor Beachwood OH
Barbara A. Myers
CRD#: 2456211
25201 Chagrin Blvd, Suite 185, Beachwood, OH 44122

Barbara Myers (CRD# 2456211) is an Investment Advisor Representative working at Winslow Asset Management Inc. in Beachwood, OH and has over 29 years of experience in the finance industry.

6
Jeffrey Travis, financial advisor
Jeffrey B. Travis
CRD#: 5161258
,

Jeffrey Travis (CRD# 5161258) is an Investment Advisor Representative working at Winslow Asset Management Inc. in , and has 1 year 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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