$626.7M Total AUM
$626.7M Disc. AUM
7.5% 3Y CAGR
6 Employees
260 ADV. Clients
34 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · PNC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-1992
- Office Locations
- 2
Office Locations
25201 Chagrin Blvd Suite 185 Beachwood OH
3333 Richmond RD #180 Beachwood OH
About Winslow Asset Management INC
Winslow Asset Management is a 100% employee-owned investment firm in the Cleveland, Ohio area offering separate-account mandates for high-net-worth and institutional investors. The team runs All-Cap Core, Small-Cap Core, and Balanced strategies, typically implemented primarily with ETFs. The firm reports GIPS compliance.
Team overview
56 AVG AGE
$156.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
19.1 yrs AVG TENURE
6 Employees
4 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GERALD WAYNE GOLDBERG
Chairman, Chief Investment Officer
- CRD
- #1808877
- Ownership
- 75% or more
Available
Available
Available
TIMOTHY SETH GOLDBERG
Chief Executive Officer, Portfolio Manager, Principal
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
S
SUSAN FINE AKERS
--
- CRD
- #2812948
Available
Available
Available
P
PHOEBE VANDUSEN SYLVESTER KAYLOR
Director
- CRD
- #2655380
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $626,694,797 | $4,820,729 |
| Non-Discretionary | $0 | -- |
| Total | $626,694,797 | $4,820,729 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing