Winslow Asset Group, LLC
RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$400K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 292557
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI83.33%
- Individuals16.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Winslow Asset Group, LLC is a limited liability company that focuses on providing portfolio management services primarily for individuals, small businesses, and pooled investment vehicles. The firm operates as an unclassified entity and is owned by an individual. While it does not position itself as a capital allocator, it offers a fee structure based on a percentage of assets under management (AUM) and performance-based fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Donald Slowinski
FounderCRD 1294307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations