Winslow Financial LLC

Winslow Financial LLC (CRD# 135866) is a financial advisory firm headquartered in Lake Bluff, IL. They manage $74,767,000 in 363 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
11 N Skokie Hwy, Suite 306, Lake Bluff, IL 60044
http://401kbusinessadvisor.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $205,970
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, OH, TX, WI

Financial Advisors at Winslow Financial LLC
Showing 1 - 3 of 3 top financial advisors.
1
Randolph Herzfeld, financial advisor Lake Bluff IL
Randolph S. Herzfeld
CRD#: 5514838
11 N Skokie Hwy, Suite 306, Lake Bluff, IL 60044

Randolph Herzfeld (CRD# 5514838) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Bluff, IL and has over 15 years of experience in the finance industry.

2
Daniel Winslow, financial advisor Lake Bluff IL
Daniel E. Winslow
CRD#: 1201279
11 N. Skokie Hwy Ste 306, Lake Bluff, IL 60044

Daniel Winslow (CRD# 1201279) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Bluff, IL and has over 18 years of experience in the finance industry.

3
Harry Sherman, financial advisor Lake Bluff IL
Harry B. Sherman
CRD#: 7537921
11 N Skokie Hwy, Suite 306, Lake Bluff, IL 60044

Harry Sherman (CRD# 7537921) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Bluff, IL 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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