Winslow, Evans & Crocker is an investment advisor in Boston with $889.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43144652
SEC advisor number
801-63905
FINRA CRD number
29686
AUM ?
$707.91 mm
(as of 1 Mar 21)
Accounts
1,818
(as of 1 Mar 21)
Employees
56
(38 investment advisory or research)
Address
Winslow, Evans & Crocker
175 FEDERAL ST.,
6TH FLOOR
BOSTON
MA 02110
175 FEDERAL ST.,
6TH FLOOR
BOSTON
MA 02110
Office hours
Monday - Friday, 8:30AM - 5PM
Phone
617.896.3500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Maloney, Robert Bernard | President | 12/2019 | < 5% |
Berline, Leonid | Chief Compliance Officer | 05/2006 | < 5% |
Von Krause-westmacott, Renate | Principal Financial Officer. Principal Operations Officer. Financial & Operations Principal | 10/2018 | < 5% |
Cully, Robert Malachy | Senior Vice President Director Private Group | 01/2011 | < 5% |
National Holdings Corporation | Sole Shareholder | 12/2019 | > 75% |
Worman, Glenn Charles | Director | 01/2020 | < 5% |
Mullen, Michael Anthony | Chairman. CEO | 01/2020 | < 5% |
Desena, John Charles | Director | 01/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Feb 21
13F-HR
Quarterly holdings report by institutional manager
21 Oct 20
13F-HR
Quarterly holdings report by institutional manager
23 Jul 20
13F-HR
Quarterly holdings report by institutional manager
20 Apr 20
13F-HR
Quarterly holdings report by institutional manager
14 Jan 20
13F-HR
Quarterly holdings report by institutional manager
16 Oct 19
13F-HR
Quarterly holdings report by institutional manager
19 Jul 19
13F-HR
Quarterly holdings report by institutional manager
22 Apr 19
13F-HR
Quarterly holdings report by institutional manager
23 Jan 19
13F-HR
Quarterly holdings report by institutional manager
15 Oct 18