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Brenda Lee Winslow

AURELIUS FAMILY OFFICE, LLC·BEDFORD, New Hampshire
Unclaimed Profile
264 SOUTH RIVER ROAD, BEDFORD, NH 03110CRD# 2842055Firm CRD# 323016
01

About

Brenda Lee Winslow is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with AURELIUS FAMILY OFFICE, 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
AURELIUS FAMILY OFFICE, LLC
AURELIUS FAMILY OFFICE, LLC
AUM
$237M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at AURELIUS FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2842055
Firm CRD# 323016
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brenda Lee Winslow offer?
Brenda Lee Winslow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Brenda Lee Winslow's credentials?
Brenda Lee Winslow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brenda Lee Winslow located?
Brenda Lee Winslow is based in BEDFORD, New Hampshire, working with AURELIUS FAMILY OFFICE, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Brenda Lee Winslow charge for services?
Brenda Lee 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 AURELIUS FAMILY OFFICE, LLC?
AURELIUS FAMILY OFFICE, LLC has approximately 9 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
PORTSMOUTH (114)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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