Winslow Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated March 30, 2026, reports $627M in regulatory assets under management, 6 employees, and 130 accounts.
Assets Under Management
$627M
Employees
6
Offices
--
Total Clients
130
Primary office
BEACHWOOD, OH
3333 RICHMOND RD #180, BEACHWOOD, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.4% of total clients.
Top client categories% of clientsClients
1
HNWI
95.4%
124
2
Charitable
3.8%
5
3
Pension Plans
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$627Mas of March 30, 2026
Discretionary100.0%
$627M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$627M
Total Accounts130
10Y AUM Change+$73M (+13.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee22:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.