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Winslow, Evans & Crocker

Winslow, Evans & Crocker is an investment advisor in Boston with $889.44M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43144652
SEC advisor number
801-63905
FINRA CRD number
29686
AUM ?
$707.91M (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
Office hours
Monday - Friday, 8:30AM - 5PM
Phone
617.896.3500
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%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1341 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$28.63M 215.75K
$22.79M 110.77K
$13.43M 4.12K
$13.43M 37.62K
$11.11M 121.78K
$10.62M 25.21K
$9.24M 19.79K
$8.45M 53.12K
$7.32M 107.13K
$7.2M 41.74K
$7.01M 27.44K
$6.8M 18.79K
$6.64M 13.38K
$6.32M 4.72K
$5.86M 99.71K
$5.71M 60.09K
$5.39M 42.4K
$5.22M 22.51K
$4.86M 34.92K
$4.83M 4.08K
$4.81M 13.74K
$4.66M 21.61K
$4.62M 20.65K
$4.33M 52.94K
$4.23M 26.88K
$4.23M 60.51K
$4.11M 16.65K
$3.9M 65.96K
$3.85M 2.83K
$3.82M 17.49K
$3.73M 7.47K
$3.72M 90.26K
$3.68M 26.18K
$3.41M 31.13K
$3.27M 48.97K
$3.17M 15.24K
$3.11M 40.05K
$3.02M 13.14K
$2.9M 44.8K
$2.86M 16.21K
$2.83M 12.62K
$2.81M 53.54K
$2.72M 94.65K
$2.53M 33.11K
$2.5M 45.54K
$2.5M 13.21K
$2.41M 34.23K
$2.3M 83.24K
$2.27M 11.27K
$2.22M 49.63K
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings