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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 6, 2019
    • $737.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $384.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

51

name start date
Francois Jerome Ducroux
September 2009
Shaun Matthew Lee
February 2005
Thomas Allen Booth
November 2012
Christopher Michael Stone
November 2018
Kimberly Anne Figenbaum
March 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    B1 Insurance Agency, LLC -- --
    Insurance Agency -- --
    Winslow Wealth Management LLC IAR $21,702,440

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Tina Blakeley Maloney Chairman December, 1999 50% to 75%
      Robert Bernard Maloney President & Chief Executive Officer May, 1998 25% to 50%
      David Scott Strimaitis Senior Vice President. Fixed Income Sales October, 2009 5% to 10%
      Alfred Cutler Barnes Iii Mcnevin Senior Vice President February, 2002 less than 5%
      Vincent Joseph Sbano Senior Vice President, Resident Manager April, 2004 less than 5%
      Leonid Berline Chief Compliance Officer May, 2006 less than 5%
      Raymond Charles Julian Senior Vice President. Shareholder February, 2008 less than 5%
      Robert Malachy Cully Senior Vice President Director Private Group January, 2011 less than 5%
      Renate Von Krause-Westmacott Financial & Operations Principal January, 2008 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions