1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WINFIELD ASSOCIATES INC

Map pinCLEVELAND, OH
Phone216-241-2575
NotebookSEC #801-54970
Total AUM
$369M
Employees
7
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 WEST ST CLAIR AVENUE
SUITE 404
CLEVELAND
OH 44113
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
216-241-2575
Other Offices
1

ReceiptFinancials

Total AUM
$369M
Accounts
618
Discretionary
$368.8M
Accounts
617
Non-Discretionary
$184.4K
Accounts
1

ContactClients

View more in analytics →

Individual Clients
129
AUM
$41.1M
HNW Individual Clients
118
AUM
$314.8M
Charitable Organization Clients
7
AUM
$8.9M
Corporation or Business Clients
1
AUM
$4.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMDMONYOHORPATXVAWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account