Winslow Asset Management Inc
● SEC registered since 1992CRD 106337SEC# 801-41392Beachwood, OH
Reg. AUM
$626.7M
Employees
6
Accounts
130
Location
Beachwood, OH
Winslow Asset Management Inc assets under management
Winslow Asset Management Inc is an investment advisory firm registered with the SEC based in Beachwood, OH. The firm has been registered since 1992. It reports $626.7 million in regulatory assets under management and employs 6 people.
Winslow Asset Management Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerald Wayne Goldberg Control | Chairman, Cio | Over 75% | 1992 |
| Kimberly S Roberts Control | Chief Compliance Officer | Under 5% | 2019 |
| Timothy Seth Goldberg Control | Chief Executive Officer | 5-10% | 2022 |
Frequently asked questions
How much does Winslow Asset Management Inc manage?
Winslow Asset Management Inc reports $626.7 million in regulatory assets under management on its Form ADV.
How many employees does Winslow Asset Management Inc have?
Winslow Asset Management Inc reports 6 employees.
Where is Winslow Asset Management Inc located?
Winslow Asset Management Inc is based in Beachwood, OH and has been SEC-registered since 1992.
Does Winslow Asset Management Inc disclose fund performance?
Winslow Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3333 Richmond Rd #180, Beachwood, OH 44122 |
| Phone | 216-360-4700 |
| Fax | 216-360-4710 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1286534 |
| Discloses disciplinary history | No |
Regulatory AUM
$626.7M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$626.7Mregulatory AUM
Discretionary $626.7M