Winslow, Evans & Crocker, Inc. is a large advisory firm based in Boston. It manages $737.81 million of regulatory assets for 1,920 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alaska, Arizona, Arkansas, and 36 other states.
Winslow, Evans & Crocker provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Winslow, Evans & Crocker, Inc. is $737.81 million. The firm's AUM has grown by 2241% since the beginning of its operation, and $8.78 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Winslow, Evans & Crocker, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Tina Blakeley Maloney is individuals with 1,733 clients and $372.55 million of assets under management. Among the 7 most similar advisory firms, Winslow, Evans & Crocker has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $737.81 million for 1,920 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Winslow, Evans & Crocker doesn't advise any private funds.
The company employs 56 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. 38 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Tina Blakeley Maloney has been acting as President since 1 Dec 1999. Robert Malachy Cully joined the executive team most recently as the Senior Vice President Director Private Group.
The principal office where Winslow, Evans & Crocker, Inc. performs its advisory services is located at 175 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-227-4300 or by fax 617-227-5505. The normal business hours are 8:30am - 5pm on Monday - Friday. You can find more information about the New York firm at winslowevanscrocker.com.