Be advised. This firm is no longer registered.

Winslow, Evans & Crocker, Inc.

Winslow, Evans & Crocker, Inc. (CRD# 29686) is a financial advisory firm headquartered in Boston, MA. They manage $889,439,227 in 1,801 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    889
    MILLION
  • Total Number of Accounts
    1,801
    ACCOUNTS
  • Average Account Value
    $493,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VI, VT, WA, WI, WY

Financial Advisors at Winslow, Evans & Crocker, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.