Winslow Evans & Crocker Inc
- Assets, Funds, Holdings
| Winslow Evans & Crocker Inc
|
| CRD # | 29686 |
| SEC # | 801-63905 |
| CIK # | 0001597409 |
| AUM |
|
| Employees |
49 (67% Investors, 94% Brokers)
|
| Phone | 617-896-3500 |
| Address | 175 Federal Street
Boston, MA 02110 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,585
|
364.9 |
| (b) Individuals (high net worth individuals) |
192
|
497.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
24 |
27.5 |
| (n) Other |
0 |
0.0 |
| Total |
1,801 |
889.4 |
| By Discretionary |
| Discretionary |
1,545 |
670.0 |
| Non-Discretionary |
256 |
219.5 |
| Total |
1,801 |
889.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
4.9 |
| United States Persons |
|
884.6 |
| Total |
1,801 |
889.4 |
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