Winslow Wealth Management LLC

Winslow Wealth Management LLC (CRD# 166196) is a financial advisory firm headquartered in Boston, MA. They manage $14,271,170 in 64 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $222,987
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
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.

CT, DE, MA, NH

Financial Advisors at Winslow Wealth Management LLC
No Advisor Found.
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