RIA Intel›Advisers›Illinois›WINSLOW FINANCIAL LLC

WINSLOW FINANCIAL LLC

Advisory

LAKE BLUFF, IL

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in IL

#1,010

of 1,719 advisers by AUM

Average account

$262K

across 376 accounts

AUM per adviser

$33M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$98M

Discretionary AUM$0

Non-Discretionary AUM$98M

Discretionary %0%

Total Clients189

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, IL, OH, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

189 clients

55 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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