WINSLOW ASSET MANAGEMENT INC
CRD #106337 SEC #801-41392 BEACHWOOD, OH 216-360-4700
SEC Registered
Total AUM
$581.7M
Discretionary
$581.7M
Employees
5
Clients
--
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $581.7M | $581.7M | $0 | 5 | 134 |
| Mar 2024 | $585.5M | $585.5M | $0 | 7 | 140 |
| Mar 2023 | $504.4M | $504.4M | $0 | 7 | 146 |
| Mar 2022 | $629.2M | $629.2M | $0 | 7 | 147 |
| Jun 2021 | $531M | $531M | $0 | 7 | 143 |
| Mar 2021 | $531M | $531M | $0 | 7 | 143 |
| Jun 2020 | $496M | $496M | $0 | 8 | 146 |
| Mar 2020 | $496M | $496M | $0 | 8 | 146 |
| May 2019 | $527.7M | $497.2M | $30.5M | 8 | 126 |
| Mar 2019 | $527.7M | $497.2M | $30.5M | 6 | 126 |
| Mar 2018 | $631M | $599.3M | $31.8M | 7 | 126 |
| Mar 2017 | $553.7M | $534.2M | $19.5M | 7 | 100 |
| Mar 2016 | $609M | $559M | $50M | 7 | 100 |
| Oct 2015 | $732M | $675M | $57M | 8 | 100 |
| Jul 2015 | $732M | $675M | $57M | 8 | 100 |
| Mar 2015 | $732M | $675M | $57M | 8 | 100 |
| Mar 2014 | $695.4M | $648.8M | $46.6M | 8 | 128 |
| Mar 2014 | $695.4M | $648.8M | $46.6M | 8 | 128 |
| Mar 2014 | $695.4M | $648.8M | $46.6M | 8 | 128 |
| Mar 2013 | $570.4M | $560.9M | $9.5M | 7 | 119 |
| Feb 2013 | $570.4M | $560.9M | $9.5M | 7 | 119 |
| Oct 2012 | $475.1M | $465.9M | $9.2M | 6 | 113 |
| Sep 2012 | $475.1M | $465.9M | $9.2M | 6 | 113 |
| Apr 2012 | $475.1M | $465.9M | $9.2M | 6 | 113 |
| Feb 2012 | $475.1M | $465.9M | $9.2M | 6 | 113 |
| Jan 2011 | $424.5M | $415.5M | $9M | 10 | -- |
| Jan 2010 | $353.2M | $343.6M | $9.6M | 10 | -- |
| Jan 2008 | $384.6M | $373.8M | $10.7M | 10 | -- |
| Jan 2007 | $358.4M | $347.3M | $11.1M | 10 | -- |
| Jan 2006 | $317.1M | $314.5M | $2.6M | 5 | -- |
| Jun 2005 | $294.8M | $294.8M | $0 | 5 | -- |
| Jan 2005 | $294.8M | $294.8M | $0 | 5 | -- |
| Apr 2004 | $263.7M | $263.1M | $589.7K | 5 | -- |
DateMar 2025
Total AUM$581.7M
Discretionary$581.7M
Non-Disc.$0
Employees5
Clients134
DateMar 2024
Total AUM$585.5M
Discretionary$585.5M
Non-Disc.$0
Employees7
Clients140
DateMar 2023
Total AUM$504.4M
Discretionary$504.4M
Non-Disc.$0
Employees7
Clients146
DateMar 2022
Total AUM$629.2M
Discretionary$629.2M
Non-Disc.$0
Employees7
Clients147
DateJun 2021
Total AUM$531M
Discretionary$531M
Non-Disc.$0
Employees7
Clients143
DateMar 2021
Total AUM$531M
Discretionary$531M
Non-Disc.$0
Employees7
Clients143
DateJun 2020
Total AUM$496M
Discretionary$496M
Non-Disc.$0
Employees8
Clients146
DateMar 2020
Total AUM$496M
Discretionary$496M
Non-Disc.$0
Employees8
Clients146
DateMay 2019
Total AUM$527.7M
Discretionary$497.2M
Non-Disc.$30.5M
Employees8
Clients126
DateMar 2019
Total AUM$527.7M
Discretionary$497.2M
Non-Disc.$30.5M
Employees6
Clients126
DateMar 2018
Total AUM$631M
Discretionary$599.3M
Non-Disc.$31.8M
Employees7
Clients126
DateMar 2017
Total AUM$553.7M
Discretionary$534.2M
Non-Disc.$19.5M
Employees7
Clients100
DateMar 2016
Total AUM$609M
Discretionary$559M
Non-Disc.$50M
Employees7
Clients100
DateOct 2015
Total AUM$732M
Discretionary$675M
Non-Disc.$57M
Employees8
Clients100
DateJul 2015
Total AUM$732M
Discretionary$675M
Non-Disc.$57M
Employees8
Clients100
DateMar 2015
Total AUM$732M
Discretionary$675M
Non-Disc.$57M
Employees8
Clients100
DateMar 2014
Total AUM$695.4M
Discretionary$648.8M
Non-Disc.$46.6M
Employees8
Clients128
DateMar 2014
Total AUM$695.4M
Discretionary$648.8M
Non-Disc.$46.6M
Employees8
Clients128
DateMar 2014
Total AUM$695.4M
Discretionary$648.8M
Non-Disc.$46.6M
Employees8
Clients128
DateMar 2013
Total AUM$570.4M
Discretionary$560.9M
Non-Disc.$9.5M
Employees7
Clients119
DateFeb 2013
Total AUM$570.4M
Discretionary$560.9M
Non-Disc.$9.5M
Employees7
Clients119
DateOct 2012
Total AUM$475.1M
Discretionary$465.9M
Non-Disc.$9.2M
Employees6
Clients113
DateSep 2012
Total AUM$475.1M
Discretionary$465.9M
Non-Disc.$9.2M
Employees6
Clients113
DateApr 2012
Total AUM$475.1M
Discretionary$465.9M
Non-Disc.$9.2M
Employees6
Clients113
DateFeb 2012
Total AUM$475.1M
Discretionary$465.9M
Non-Disc.$9.2M
Employees6
Clients113
DateJan 2011
Total AUM$424.5M
Discretionary$415.5M
Non-Disc.$9M
Employees10
Clients--
DateJan 2010
Total AUM$353.2M
Discretionary$343.6M
Non-Disc.$9.6M
Employees10
Clients--
DateJan 2008
Total AUM$384.6M
Discretionary$373.8M
Non-Disc.$10.7M
Employees10
Clients--
DateJan 2007
Total AUM$358.4M
Discretionary$347.3M
Non-Disc.$11.1M
Employees10
Clients--
DateJan 2006
Total AUM$317.1M
Discretionary$314.5M
Non-Disc.$2.6M
Employees5
Clients--
DateJun 2005
Total AUM$294.8M
Discretionary$294.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$294.8M
Discretionary$294.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$263.7M
Discretionary$263.1M
Non-Disc.$589.7K
Employees5
Clients--