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Jeffrey Butler Travis

WINSLOW ASSET MANAGEMENT INC·BEACHWOOD, Ohio
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3333 RICHMOND RD #180, BEACHWOOD, OH 44122CRD# 5161258Firm CRD# 106337
01

About

Jeffrey Butler Travis is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with WINSLOW ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WINSLOW ASSET MANAGEMENT INC
WINSLOW ASSET MANAGEMENT INC
AUM
$586M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WINSLOW ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5161258
Firm CRD# 106337
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Butler Travis offer?
Jeffrey Butler Travis specializes in Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Jeffrey Butler Travis's credentials?
Jeffrey Butler Travis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Butler Travis located?
Jeffrey Butler Travis 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 Jeffrey Butler Travis charge for services?
Jeffrey Butler Travis'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 in BEACHWOOD
William Patrick Gibbons — VAN CLEEF ASSET MANAGEMENT INCMark Algren Anderson — GRATRY & COMPANY, LLCChristopher William Muirhead — WINSLOW ASSET MANAGEMENT INCRobert Kingsbury — MCM CAPITAL ADVISORS III, LLCAdam Howard Blumenthal — MGO ONE SEVEN LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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