Winslow Financial LLC
Winslow Financial LLC (CRD# 135866) is a financial advisory firm headquartered in Lake Bluff, IL. They manage $74,767,000 in 363 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management75MILLION
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Total Number of Accounts363ACCOUNTS
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Average Account Value$205,970
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, OH, TX, WI
Randolph Herzfeld (CRD# 5514838) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Bluff, IL and has over 15 years of experience in the finance industry.
Daniel Winslow (CRD# 1201279) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Bluff, IL and has over 18 years of experience in the finance industry.
Harry Sherman (CRD# 7537921) is an Investment Advisor Representative working at Winslow Financial LLC in Lake Bluff, IL and has 1 year of experience in the finance industry.