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WINSLOW WEALTH MANAGEMENT LLC
WINSLOW WEALTH MANAGEMENT LLC
BOSTON, Massachusetts
·
2 registered advisors
·
CRD# 166196
SEC# 801-77389
0
617-896-3554
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 Management
Wealth Management
Fee-Only Advisory
04
Advisors at WINSLOW WEALTH MANAGEMENT LLC
2 registered advisors
Douglas Edward White
BOSTON, Massachusetts
CFA
CRD# 1060807
Rand Goodwin Folta
BOSTON, Massachusetts
CRD# 721219
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
.