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Gerald Wayne Goldberg

WINSLOW ASSET MANAGEMENT INC·BEACHWOOD, Ohio
Series 2Clean record31 years registeredWINSLOW ASSET MANAGEMENT INC
3333 RICHMOND RD #180, BEACHWOOD, OH 44122CRD# 1808877Firm CRD# 106337

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Wayne Goldberg · BEACHWOOD, OH
Registration
CRD #1808877 · WINSLOW ASSET MANAGEMENT INC · 31 years registered
Brand Profile
Not yet started
01

Career History

WINSLOW ASSET MANAGEMENT INC
Feb 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · February 8, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WINSLOW ASSET MANAGEMENT INC
CRD 106337 · SEC 801-41392
AUM
$586M
Regulatory assets under management
Employees
7
140 client accounts
Services offered by WINSLOW ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WINSLOW ASSET MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Gerald Wayne Goldberg offer?
Gerald Wayne Goldberg specializes in Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Gerald Wayne Goldberg's credentials?
Gerald Wayne Goldberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Wayne Goldberg located?
Gerald Wayne Goldberg is based in BEACHWOOD, Ohio, working with WINSLOW ASSET MANAGEMENT INC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Gerald Wayne Goldberg charge for services?
Gerald Wayne Goldberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINSLOW ASSET MANAGEMENT INC?
WINSLOW ASSET MANAGEMENT INC has approximately 7 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINSLOW ASSET MANAGEMENT INC

Susan Fine Akers
BEACHWOOD, OH
Phoebe Vandusen Sylvester Kaylor
BEACHWOOD, OH
Kara Hannum Lewis
BEACHWOOD, OH
Christopher William Muirhead
BEACHWOOD, OH
Jeffrey Butler Travis
BEACHWOOD, OH

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