Be advised. This firm is no longer registered.

Winslow Wealth Management LLC

Winslow Wealth Management LLC (CRD# 166196) is a financial advisory firm headquartered in Boston, MA. They manage $26,622,078 in 50 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $532,442
Compensation Options
  • A percentage of assets under your management
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.

CT, DC, DE, MA, MD, NH, NY, OH, SC, TN, VT

Financial Advisors at Winslow Wealth Management LLC
No Advisor Found.
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