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WINSLOW, EVANS & CROCKER, INC.
BOSTON, MA
617-896-3500
SEC #801-63905Total AUM
$889.4M
Employees
49Clients
1,801Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
175 FEDERAL STREET
6TH FLOOR
BOSTON
MA 02110
United States
6TH FLOOR
BOSTON
MA 02110
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Monday - Friday
Phone
617-896-3500
Other Offices
4
Financials
Total AUM
$889.4M
Accounts
1,801Discretionary
$670M
Accounts
1,545Non-Discretionary
$219.5M
Accounts
256
Clients
Individual Clients
1,585AUM
$364.9M
HNW Individual Clients
192AUM
$497M
Corporation or Business Clients
24AUM
$27.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKARAZCACOCTDCDEFLGAHIILINKYMAMDMEMIMNMSNCNHNJNMNVNYOHOKORPARISCSDTNTXVAVIVTWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.