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James William Winslow

ARBOR TRUST WEALTH ADVISORS, LLC·ANN ARBOR, Michigan
Unclaimed Profile
825 VICTORS WAY, ANN ARBOR, MI 48108CRD# 3226077Firm CRD# 169611
01

About

James William Winslow is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with ARBOR TRUST WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARBOR TRUST WEALTH ADVISORS, LLC
ARBOR TRUST WEALTH ADVISORS, LLC
AUM
$528M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ARBOR TRUST WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3226077
Firm CRD# 169611
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James William Winslow offer?
James William Winslow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are James William Winslow's credentials?
James William Winslow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James William Winslow located?
James William Winslow is based in ANN ARBOR, Michigan, working with ARBOR TRUST WEALTH ADVISORS, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does James William Winslow charge for services?
James William Winslow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARBOR TRUST WEALTH ADVISORS, LLC?
ARBOR TRUST WEALTH ADVISORS, LLC has approximately 13 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ANN ARBOR
Brian Khoury — WAYPOINT VENTURES, LLCJohn Burton Goff — RETIREMENT INCOME SOLUTIONS, INC.Carol Ann Sewell — ARBOR TRUST WEALTH ADVISORS, LLCJack Howard Chisholm — CHISHOLM & DAMES INCJennifer Puckett Hunter — VISION CAPITAL PARTNERS
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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