WINSLOW WEALTH MANAGEMENT LLC

BOSTON, Massachusetts·2 registered advisors·CRD# 166196
SEC# 801-773890617-896-3554
01

Firm Overview

AUM
$27M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at WINSLOW WEALTH MANAGEMENT LLC

2 registered advisors
Douglas Edward White
BOSTON, Massachusetts
CFA
Rand Goodwin Folta
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. WINSLOW WEALTH MANAGEMENT LLC (CRD# 166196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.