WINFIELD ASSOCIATES INC
CRD #108969 SEC #801-54970 CLEVELAND, OH 216-241-2575
SEC Registered
Total AUM
$369M
Discretionary
$368.8M
Employees
7
Clients
11
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $369M | $368.8M | $184.4K | 7 | 5 |
| Sep 2021 | $291.9M | $291.7M | $154.2K | 8 | 5 |
| Jun 2021 | $291.9M | $291.7M | $154.2K | 8 | 5 |
| Mar 2021 | $291.9M | $291.7M | $154.2K | 8 | 5 |
| Jun 2020 | $261.5M | $261.4M | $169.9K | 8 | 4 |
| Mar 2020 | $261.5M | $261.4M | $169.9K | 8 | 4 |
| May 2019 | $212.5M | $212.3M | $158K | 7 | 3 |
| Mar 2019 | $212.5M | $212.3M | $158K | 7 | 3 |
| Mar 2018 | $238.6M | $238.5M | $152.6K | 8 | 2 |
| Mar 2017 | $203.8M | $203.5M | $290.7K | 5 | 200 |
| Oct 2016 | $204.5M | $204.2M | $259.7K | 5 | 200 |
| Mar 2016 | $204.5M | $204.2M | $259.7K | 5 | 200 |
| Mar 2015 | $161.1M | $161M | $119.5K | 6 | 200 |
| Apr 2014 | $142.9M | $140.7M | $2.3M | 6 | 200 |
| Mar 2014 | $142.9M | $140.7M | $2.3M | 6 | 200 |
| Mar 2013 | $120.9M | $118.5M | $2.4M | 7 | 200 |
| Mar 2012 | $109.3M | $107.2M | $2.1M | 6 | 200 |
| Mar 2012 | $109.3M | $107.2M | $2.1M | 6 | 200 |
| Jul 2011 | $105.6M | $104.6M | $1M | 10 | -- |
| Mar 2011 | $105.6M | $104.6M | $1M | 10 | -- |
| Mar 2009 | $65.5M | $64.6M | $881.4K | 10 | -- |
| Mar 2008 | $97.3M | $94.3M | $3M | 10 | -- |
| Nov 2007 | $79.8M | $76.8M | $3M | 10 | -- |
| Mar 2007 | $79.8M | $76.8M | $3M | 10 | -- |
| Mar 2006 | $86.5M | $83.9M | $2.6M | 10 | -- |
| Nov 2005 | $72.7M | $69.5M | $3.1M | 10 | -- |
| Mar 2004 | $53.9M | $52M | $1.8M | 10 | -- |
| Mar 2002 | $39.8M | $39.8M | $0 | 5 | -- |
DateMar 2022
Total AUM$369M
Discretionary$368.8M
Non-Disc.$184.4K
Employees7
Clients5
DateSep 2021
Total AUM$291.9M
Discretionary$291.7M
Non-Disc.$154.2K
Employees8
Clients5
DateJun 2021
Total AUM$291.9M
Discretionary$291.7M
Non-Disc.$154.2K
Employees8
Clients5
DateMar 2021
Total AUM$291.9M
Discretionary$291.7M
Non-Disc.$154.2K
Employees8
Clients5
DateJun 2020
Total AUM$261.5M
Discretionary$261.4M
Non-Disc.$169.9K
Employees8
Clients4
DateMar 2020
Total AUM$261.5M
Discretionary$261.4M
Non-Disc.$169.9K
Employees8
Clients4
DateMay 2019
Total AUM$212.5M
Discretionary$212.3M
Non-Disc.$158K
Employees7
Clients3
DateMar 2019
Total AUM$212.5M
Discretionary$212.3M
Non-Disc.$158K
Employees7
Clients3
DateMar 2018
Total AUM$238.6M
Discretionary$238.5M
Non-Disc.$152.6K
Employees8
Clients2
DateMar 2017
Total AUM$203.8M
Discretionary$203.5M
Non-Disc.$290.7K
Employees5
Clients200
DateOct 2016
Total AUM$204.5M
Discretionary$204.2M
Non-Disc.$259.7K
Employees5
Clients200
DateMar 2016
Total AUM$204.5M
Discretionary$204.2M
Non-Disc.$259.7K
Employees5
Clients200
DateMar 2015
Total AUM$161.1M
Discretionary$161M
Non-Disc.$119.5K
Employees6
Clients200
DateApr 2014
Total AUM$142.9M
Discretionary$140.7M
Non-Disc.$2.3M
Employees6
Clients200
DateMar 2014
Total AUM$142.9M
Discretionary$140.7M
Non-Disc.$2.3M
Employees6
Clients200
DateMar 2013
Total AUM$120.9M
Discretionary$118.5M
Non-Disc.$2.4M
Employees7
Clients200
DateMar 2012
Total AUM$109.3M
Discretionary$107.2M
Non-Disc.$2.1M
Employees6
Clients200
DateMar 2012
Total AUM$109.3M
Discretionary$107.2M
Non-Disc.$2.1M
Employees6
Clients200
DateJul 2011
Total AUM$105.6M
Discretionary$104.6M
Non-Disc.$1M
Employees10
Clients--
DateMar 2011
Total AUM$105.6M
Discretionary$104.6M
Non-Disc.$1M
Employees10
Clients--
DateMar 2009
Total AUM$65.5M
Discretionary$64.6M
Non-Disc.$881.4K
Employees10
Clients--
DateMar 2008
Total AUM$97.3M
Discretionary$94.3M
Non-Disc.$3M
Employees10
Clients--
DateNov 2007
Total AUM$79.8M
Discretionary$76.8M
Non-Disc.$3M
Employees10
Clients--
DateMar 2007
Total AUM$79.8M
Discretionary$76.8M
Non-Disc.$3M
Employees10
Clients--
DateMar 2006
Total AUM$86.5M
Discretionary$83.9M
Non-Disc.$2.6M
Employees10
Clients--
DateNov 2005
Total AUM$72.7M
Discretionary$69.5M
Non-Disc.$3.1M
Employees10
Clients--
DateMar 2004
Total AUM$53.9M
Discretionary$52M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2002
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--