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WINSLOW ASSET MANAGEMENT INC
CRD 106337 · SEC 801-41392
3333 RICHMOND RD #180, BEACHWOOD, OH, 44122, United States
Phone
216-360-4700
Fax
216-360-4710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$626.7M
Discretionary AUM
$626.7M
Team
6 total employees; 4 advisory reps; 130 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 124 | $428.1M |
| Pension/profit sharing plans | 1 | $182.2M |
| Charitable organizations | 5 | $16.4M |
States served
CA, OH, NH, FL
All web addresses on file
Official SEC filing: View on IAPD