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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-07-2005
- Office Locations
- 2
Office Locations
About Winslow Financial LLC
Winslow Financial LLC is a fee-based financial planning firm founded in 2005 serving retail clients in Illinois. The team provides goal-based planning and portfolio guidance including asset allocation and risk management, with support for tax, estate, and charitable planning and insurance needs. Portfolios commonly use ETFs and mutual funds, with Fidelity/NFS as a primary custodian.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DANIEL EDWARD WINSLOW
Chief Compliance Officer, Financial Planner
- CRD
- #1201279
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RANDOLPH STUART HERZFELD
Founder, Principal
- CRD
- #5514838
Harry Benjamin Sherman
Investment Advisor Representative
- CRD
- #7537921
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $98,341,000 | -- |
| Total | $98,341,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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