Winslow Drake, Inc.

RIAState Registered

Total AUM

$69.8M

Discretionary

$69.4M

99% of AUM

Avg account

$705K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 286638
Website: www.winslowdrake.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI73.6%
Individuals22.8%
Pension & Profit Sharing Plans1.81%
Corporations / Businesses1.2%
Charitable Organizations0.58%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Winslow Drake, Inc. is an independent, California-registered advisory firm organized as a corporation and owned by an individual. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory offerings include financial planning and portfolio management for individuals and small businesses, along with publishing periodic written materials and running educational seminars and workshops.