Michael
Winslow

Pile Wealth Management

CRD#4479999
Investment Advisor
in Indianapolis, IN

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About this Advisor

Michael Winslow is a financial advisor based in Indianapolis, Indiana, working with Pile Wealth Management. Michael has previously held positions at Rjp Investment Advisors, Llp and Rj Pile & Company, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Michael is part of Pile Wealth Management, which operates out of Indianapolis, Indiana. The firm has 4 employees and manages assets totaling $136.4 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Pile Wealth Management includes asset-based fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

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

$136,379,329

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

4

IN Average: 46
Total Number of Accounts

196

IN Average: 1,775
Average Account Size

$695,813

IN Average: $759,012

Investment Advisory Services

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

Michael Winslow Work History

1998 - Present (26 years)

Rjp Investment Advisors, Llp

1990 - Present (34 years)

Rj Pile & Company, LLC

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

Neal Clements
Indianapolis, IN
Michael Winslow
Indianapolis, IN

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