Michael
Winslow

Pile Wealth Management

CRD#4479999
Investment Advisor
in Indianapolis, IN

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About this Advisor

Michael Winslow is a personal financial specialist operating out of Indianapolis, Indiana with a total of 24 years of relevant experience. Winslow is an advisor for Pile Wealth Management. Winslow has gained experience at Rjp Investment Advisors, Llp and Rj Pile & Company, LLC. Winslow has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Indiana and Texas. Pile Wealth Management is a financial advisory company that has its headquarters in Indianapolis, IN. It administers $108 million in assets between its 191 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 191 customer accounts, 22% are associated with high-net-worth investors who have greater than $1 million in investable assets. Pile Wealth Management offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Pile Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

One Indiana Square Suite 1200
Indianapolis, IN 46204

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Pile Wealth Management Brokerage Details

Total Assets Under Management

$107,707,920

IN Average: $1,347,246,178
Total Number of Employees

4

IN Average: 46
Total Number of Accounts

191

IN Average: 1,775
Average Account Size

$563,916

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Winslow Work History

Michael has been registered as a financial advisor for 24 years.*

1998 - Present (26 years)

Rjp Investment Advisors, Llp

1990 - Present (34 years)

Rj Pile & Company, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Winslow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pile Wealth Management

Michael Harpring
Indianapolis, IN
Neal Clements
Indianapolis, IN
Michael Winslow
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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