Winslow Financial LLC
Winslow Financial LLC (CRD# 135866) is a financial advisory firm headquartered in Lake Forest, IL. They manage $39,877,000 in 288 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts288ACCOUNTS
Average Account Value$138,462
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, OH, TX
Randolph Herzfeld (CRD# 5514838) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Forest, IL and has over 9 years of experience in the finance industry.
Daniel Winslow (CRD# 1201279) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Forest, IL and has over 12 years of experience in the finance industry.