Winslow Asset Management Inc
Winslow Asset Management Inc is an SEC-registered wealth manager in Beachwood, OH with $626.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Winslow Asset Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106337, SEC 801-41392, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $626.7M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Beachwood, OH
- Employees
- 6
- Clients
- 130
- CRD
- 106337
- Ownership
- GOLDBERG, GERALD, WAYNE; AKERS, SUSAN, FINE; LEWIS, KARA, HANNUM; MYERS, BARBARA, ANN; TRAVIS, JEFFREY, BUTLER
How much AUM does Winslow Asset Management Inc have?
Winslow Asset Management Inc reported $626.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Winslow Asset Management Inc?
Disclosed owners and executives of Winslow Asset Management Inc include GOLDBERG, GERALD, WAYNE, AKERS, SUSAN, FINE, LEWIS, KARA, HANNUM, MYERS, BARBARA, ANN, TRAVIS, JEFFREY, BUTLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.