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Building 2WINSLOW ASSET MANAGEMENT INC

Map pinBEACHWOOD, OH
Phone216-360-4700
NotebookSEC #801-41392
Total AUM
$626.7M
Employees
6
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3333 RICHMOND RD #180
BEACHWOOD
OH 44122
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
216-360-4700

ReceiptFinancials

Total AUM
$626.7M
Accounts
130
Discretionary
$626.7M
Accounts
130
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
124
AUM
$428.1M
Pension/Profit Sharing Plan Clients
1
AUM
$182.2M
Charitable Organization Clients
5
AUM
$16.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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