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Building 2WINSLOW WEALTH MANAGEMENT LLC

Map pinBOSTON, MA
Phone617-896-3554
NotebookSEC #801-77389
Total AUM
$26.6M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 FEDERAL STREET
6TH FL
BOSTON
MA 02110
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
617-896-3554

ReceiptFinancials

Total AUM
$26.6M
Accounts
50
Discretionary
$26.6M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$6.7M
HNW Individual Clients
3
AUM
$7M
Pension/Profit Sharing Plan Clients
1
AUM
$581.8K
Corporation or Business Clients
3
AUM
$358.9K
Other Clients
18
AUM
$12M
Description of Other Clients
TRUSTS

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

Shield checkCompliance

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
CTDCDEMAMDNHNYOHSCTNVT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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