Winslow Financial LLC

Winslow Financial LLC (CRD# 135866) is a financial advisory firm headquartered in Lake Forest, IL. They manage $27,600,000 in 288 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $95,833
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.

IL, OH, TX

Financial Advisors at Winslow Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Randolph S. Herzfeld
CRD#: 5514838
222 E. Wisconsin Avenue, Suite 214, Lake Forest, IL 60045
93
Wealthminder
score

Randolph Herzfeld (CRD# 5514838) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Forest, IL and has over 8 years of experience in the finance industry.

2
Daniel E. Winslow
CRD#: 1201279
222 E. Wisconsin Avenue, Suite 214, Lake Forest, IL 60045
93
Wealthminder
score

Daniel Winslow (CRD# 1201279) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Forest, IL and has over 11 years of experience in the finance industry.

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