Winslow Drake, Inc.
RIASEC Registered
Total AUM
$63.2M
Discretionary
$60.5M
96% of AUM
Avg account
$638K
Accounts
99
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 286638
- Website
- www.winslowdrake.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.64%
- Individuals21.26%
- Pension & Profit Sharing Plans2.52%
- Corporations / Businesses1.39%
- Charitable Organizations0.2%
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Winslow Drake, Inc. is a privately owned corporate RIA that manages assets for both individual/family clients and institutional accounts. The firm charges fees tied to assets under management and focuses on portfolio management for individuals and small businesses while also producing publications and running educational seminars and workshops. Governance details indicate single-owner control, and the adviser does not position itself as a capital allocator or as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities82%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Contacts
1 of 1
Haddon Libby
FounderCRD 3063645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
KOI Portfolio Management, LLC
RIAAUM $63.2MTEAM 1REPS 1
Bills Asset Management
RIAAUM $63.2MTEAM 2REPS 2
Cypress Capital Group
RIAPalm Beach, FL
AUM $63.2MTEAM 7REPS 13
Silveroak Investments, LLC
RIAAUM $63.2MTEAM 4REPS 2
North Scottsdale Wealth Advisors, LLC
RIAScottsdale, AZ
AUM $63.1MTEAM 1REPS 1
Ranger Global Holdings LLC
RIACharlottesville, VA
AUM $63.2MTEAM 2REPS 2