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Phoebe Vandusen Sylvester Kaylor

Winslow Asset Management Inc

Beachwood, OH

CRD 2655380

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Employer firm

Winslow Asset Management Inc CRD 106337

$627M regulatory AUM 130 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Winslow Asset Management Inc

3333 Richmond Rd #180, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2005-02-24
  • OH RA
    APPROVED
    Since 2005-02-24

Branch Locations

25201 Chagrin Blvd. Suite 185, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Winslow Asset Management Beachwood OH 01/2008 Present
  • 01/2008 → Present
    Winslow Asset Management
    Beachwood, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-10-23
  • S63 Uniform Securities Agent State Law Examination
    1995-10-23
Other Names
  • Phoebe V Kaylor
  • Phoebe Vandusen Sylvester

View on SEC IAPD

Nearby Firms

NORTH STAR ADVISORY GROUP, LLC
CM WEALTH ADVISORS LLC
PHILIPP CAPITAL ADVISORS

Nearby Investors

NICHOLAS ISAAC STERN
MARK KANGAS
ERIK SHANNON KEISTER

Nearby Offices

NORTH STAR ADVISORY GROUP, LLC · BEACHWOOD, OH
CM WEALTH ADVISORS LLC · BEACHWOOD, OH
PHILIPP CAPITAL ADVISORS · BEACHWOOD, OH

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