Winslow Wealth Management LLC
Legal Name: WINSLOW WEALTH MANAGEMENT LLC
Full Contact Details
Winslow Wealth Management LLC
175 FEDERAL STREET, 6TH FL, BOSTON, MA
617-896-3554
617 830-0213
Other Info
Winslow Wealth Management LLC is a limited liability company based in Massachusetts with a team of 13 employees, 6 of whom are advisory staff. Although the number of clients served is unknown, they are registered with the U.S. Securities and Exchange Commission, with their status listed as approved since December 2012.
Direct Owners
-
DOUGLAS EDWARD WHITE
CHIEF INVESTMENT OFFICER owns less than 5%
-
LEONID BERLINE
CHIEF COMPLIANCE OFFICER owns less than 5%
-
RAND GOODWIN FOLTA
CHIEF INVESTMENT STRATEGIST owns less than 5%
-
ROBERT BERNARD MALONEY
MANAGING MEMBER MANAGER owns less than 5%
-
WINSLOW FINANCIAL, INC.
MEMBER OWNER owns 75% or more
Indirect Owners
-
ROBERT BERNARD MALONEY
OWNER owns 75% or more