← Back to searchVisit website
WINSLOW FINANCIAL LLC
CRD 135866
11 N SKOKIE HWY, SUITE 306, LAKE BLUFF, IL, 60044, United States
Phone
847-217-0366
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$98.3M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $27.4M |
| High net worth individuals | 55 | $71.0M |
All web addresses on file
Official SEC filing: View on IAPD