Unclaimed Profile

Kara Hannum Lewis

WINSLOW ASSET MANAGEMENT INC·BEACHWOOD, Ohio

SIE, Series 7, Series 9, Series 10, Series 31, Series 66Clean record10 years registeredWINSLOW ASSET MANAGEMENT INC

3333 RICHMOND RD #180, BEACHWOOD, OH 44122CRD# 5274925Firm CRD# 106337

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kara Hannum Lewis · BEACHWOOD, OH

Registration

CRD #5274925 · WINSLOW ASSET MANAGEMENT INC · 10 years registered

Brand Profile

Not yet started

Career History

ALLIANCEBERNSTEIN L.P.

Feb 2016 – present

SANFORD C. BERNSTEIN & CO., LLC

Jan 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 66

Registration record

First registered · January 26, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINSLOW ASSET MANAGEMENT INC

CRD 106337 · SEC 801-41392

AUM

$586M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Kara Hannum Lewis offer?

Kara Hannum Lewis specializes in Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Kara Hannum Lewis's credentials?

Kara Hannum Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kara Hannum Lewis located?

Kara Hannum Lewis 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 Kara Hannum Lewis charge for services?

Kara Hannum Lewis'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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