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$63.2M Total AUM
$60.5M Disc. AUM
-- 3Y CAGR
2 Employees
92 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-07-2017
- Office Locations
- 1
Office Locations
-- Cathedral City CA
About Winslow Drake, Inc.
Winslow Drake, Inc. is a California RIA providing fiduciary investment management and financial planning for personal accounts and employer retirement plans, with ongoing education and support. Portfolios are customized and can reflect client values, supported by proprietary investment analytics. SMA allocations emphasize ETFs with a smaller fixed-income and cash sleeve; custody includes Charles Schwab.
Team overview
61 AVG AGE
$63.2M AVG AUM / ADVISOR
$686.6K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
HADDON B LIBBY
Chief Executive Officer, Chief Investment Officer, Partner
- CRD
- #3063645
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,465,738 | -- |
| Non-Discretionary | $2,698,874 | -- |
| Total | $63,164,612 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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