Overview
Assets Under Management: $648 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 60
Average Client Assets: $1.8 million
Frequently Asked Questions
WINSLOW, EVANS & CROCKER, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #29686), WINSLOW, EVANS & CROCKER, INC. is subject to fiduciary duty under federal law.
WINSLOW, EVANS & CROCKER, INC. is headquartered in BOSTON, MA.
WINSLOW, EVANS & CROCKER, INC. serves 60 high-net-worth clients according to their SEC filing dated January 25, 2018. View client details ↓
According to their SEC Form ADV, WINSLOW, EVANS & CROCKER, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WINSLOW, EVANS & CROCKER, INC. manages $648 million in client assets according to their SEC filing dated January 25, 2018.
According to their SEC Form ADV, WINSLOW, EVANS & CROCKER, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.02%
Average Client Assets: $1.8 million
Total Client Accounts: 1,629
Discretionary Accounts: 1,367
Non-Discretionary Accounts: 262
Regulatory Filings
CRD Number: 29686
Filing ID: 1168261
Last Filing Date: 2018-01-25 08:48:00