Barbara
Myers

Winslow Asset Management Inc

CRD#2456211
Investment Advisor
in Beachwood, OH

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About this Advisor

Barbara Myers is a financial advisor based in Beachwood, Ohio, working with Winslow Asset Management Inc. Barbara has previously held a position at Winslow Asset Management and has passed the Series 63 regulatory exam. Barbara is registered to provide services in Ohio. Currently, Barbara is part of Winslow Asset Management Inc, which operates out of Beachwood, Ohio. The firm has 7 employees and manages assets totaling $585.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Winslow Asset Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

25201 Chagrin Blvd Suite 185
Beachwood, OH 44122

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Winslow Asset Management Inc Brokerage Details

Total Assets Under Management

$585,533,722

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

140

OH Average: 1,972
Average Account Size

$4,182,384

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Barbara Myers Work History

1999 - Present (26 years)

Winslow Asset Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Barbara Myers 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 Winslow Asset Management Inc

Christopher Muirhead
Beachwood, OH
Phoebe Kaylor
Beachwood, OH
Susan Akers
Beachwood, OH
Barbara Myers
Beachwood, OH
Gerald Goldberg
Beachwood, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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