WINSLOW, EVANS & CROCKER, INC.
CRD #29686 SEC #801-63905 BOSTON, MA 617-896-3500
SEC Registered Broker-Dealer Disclosures
Total AUM
$889.4M
Discretionary
$670M
Employees
49
Clients
11
Accounts
1,801
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $889.4M | $670M | $219.5M | 49 | 0 |
| Mar 2021 | $889.4M | $670M | $219.5M | 49 | 0 |
| Mar 2021 | $707.9M | $484.3M | $223.6M | 56 | 0 |
| Aug 2020 | $707.9M | $484.3M | $223.6M | 56 | 0 |
| Jun 2020 | $707.9M | $484.3M | $223.6M | 56 | 0 |
| May 2020 | $707.9M | $484.3M | $223.6M | 56 | 0 |
| Mar 2020 | $838.6M | $576.7M | $261.9M | 56 | 0 |
| Feb 2020 | $838.6M | $576.7M | $261.9M | 56 | 0 |
| Feb 2020 | $838.6M | $576.7M | $261.9M | 56 | 0 |
| Feb 2020 | $838.6M | $576.7M | $261.9M | 56 | 0 |
| Jan 2020 | $838.6M | $576.7M | $261.9M | 56 | 0 |
| Jan 2020 | $838.6M | $576.7M | $261.9M | 56 | 0 |
| Aug 2019 | $737.8M | $537.9M | $199.9M | 56 | 0 |
| Jun 2019 | $737.8M | $537.9M | $199.9M | 56 | 0 |
| Jun 2019 | $737.8M | $537.9M | $199.9M | 56 | 0 |
| May 2019 | $737.8M | $537.9M | $199.9M | 56 | 0 |
| Mar 2019 | $658.7M | $468.5M | $190.2M | 56 | 0 |
| Mar 2019 | $658.7M | $468.5M | $190.2M | 56 | 0 |
| Feb 2019 | $658.7M | $468.5M | $190.2M | 56 | 0 |
| Feb 2019 | $658.7M | $468.5M | $190.2M | 56 | 0 |
| Sep 2018 | $647.7M | $507.1M | $140.6M | 50 | 0 |
| Jul 2018 | $647.7M | $507.1M | $140.6M | 50 | 0 |
| Jan 2018 | $647.7M | $507.1M | $140.6M | 50 | 0 |
| Jan 2018 | $647.7M | $507.1M | $140.6M | 50 | 0 |
| Aug 2017 | $578.6M | $470.3M | $108.3M | 51 | 2,000 |
| Mar 2017 | $615.2M | $517.7M | $97.5M | 51 | 2,000 |
| Jan 2017 | $615.2M | $517.7M | $97.5M | 51 | 2,000 |
| Oct 2016 | $596.6M | $498.9M | $97.8M | 60 | 1,900 |
| Aug 2016 | $596.6M | $498.9M | $97.8M | 60 | 1,900 |
| Aug 2016 | $596.6M | $498.9M | $97.8M | 60 | 1,900 |
| Aug 2016 | $596.6M | $498.9M | $97.8M | 60 | 1,900 |
| Mar 2016 | $596.6M | $498.9M | $97.8M | 60 | 1,900 |
| Feb 2016 | $596.6M | $498.9M | $97.8M | 60 | 1,900 |
| Jan 2016 | $596.6M | $498.9M | $97.8M | 60 | 1,900 |
| Dec 2015 | $600.6M | $500.7M | $99.9M | 52 | 1,933 |
| Aug 2015 | $600.6M | $500.7M | $99.9M | 52 | 1,933 |
| Jun 2015 | $600.6M | $500.7M | $99.9M | 52 | 1,933 |
| Apr 2015 | $600.6M | $500.7M | $99.9M | 52 | 1,933 |
| Apr 2015 | $600.6M | $500.7M | $99.9M | 52 | 1,933 |
| Mar 2015 | $600.6M | $500.7M | $99.9M | 52 | 1,933 |
| Feb 2015 | $600.6M | $500.7M | $99.9M | 52 | 1,933 |
| Feb 2015 | $600.6M | $500.7M | $99.9M | 52 | 1,933 |
| Jan 2015 | $579.4M | $483.2M | $96.2M | 52 | 1,933 |
| Jan 2015 | $512.2M | $427.6M | $84.6M | 57 | 2,000 |
| Aug 2014 | $512.2M | $427.6M | $84.6M | 57 | 2,000 |
| Jun 2014 | $512.2M | $427.6M | $84.6M | 57 | 2,000 |
| May 2014 | $512.2M | $427.6M | $84.6M | 57 | 2,000 |
| Jan 2014 | $582M | $407.3M | $174.8M | 57 | 2,000 |
| Nov 2013 | $512.2M | $409.6M | $102.6M | 66 | 900 |
| Oct 2013 | $512.2M | $409.6M | $102.6M | 66 | 900 |
| Feb 2013 | $512.2M | $409.6M | $102.6M | 66 | 900 |
| May 2012 | $267.5M | $8.2M | $259.3M | 51 | 700 |
| May 2012 | $267.5M | $8.2M | $259.3M | 51 | 700 |
| Mar 2012 | $267.5M | $8.2M | $259.3M | 51 | 700 |
| Dec 2011 | $256.3M | $232.9M | $23.4M | 51 | 700 |
| Jul 2011 | $256.3M | $232.9M | $23.4M | 51 | -- |
| Mar 2011 | $256.3M | $232.9M | $23.4M | 51 | -- |
| Oct 2010 | $186.2M | $186.2M | $0 | 51 | -- |
| May 2010 | $186.2M | $186.2M | $0 | 51 | -- |
| Jan 2010 | $186.2M | $186.2M | $0 | 51 | -- |
| Oct 2009 | $105.3M | $3.7M | $101.7M | 51 | -- |
| Apr 2009 | $105.3M | $3.7M | $101.7M | 51 | -- |
| Jan 2008 | $121.1M | $9.3M | $111.8M | 51 | -- |
| Jan 2007 | $92.9M | $6.2M | $86.6M | 51 | -- |
| Feb 2006 | $86.7M | $4.3M | $82.4M | -- | -- |
| Jan 2005 | $31.5M | $1.4M | $30.1M | -- | -- |
DateMar 2021
Total AUM$889.4M
Discretionary$670M
Non-Disc.$219.5M
Employees49
Clients0
DateMar 2021
Total AUM$889.4M
Discretionary$670M
Non-Disc.$219.5M
Employees49
Clients0
DateMar 2021
Total AUM$707.9M
Discretionary$484.3M
Non-Disc.$223.6M
Employees56
Clients0
DateAug 2020
Total AUM$707.9M
Discretionary$484.3M
Non-Disc.$223.6M
Employees56
Clients0
DateJun 2020
Total AUM$707.9M
Discretionary$484.3M
Non-Disc.$223.6M
Employees56
Clients0
DateMay 2020
Total AUM$707.9M
Discretionary$484.3M
Non-Disc.$223.6M
Employees56
Clients0
DateMar 2020
Total AUM$838.6M
Discretionary$576.7M
Non-Disc.$261.9M
Employees56
Clients0
DateFeb 2020
Total AUM$838.6M
Discretionary$576.7M
Non-Disc.$261.9M
Employees56
Clients0
DateFeb 2020
Total AUM$838.6M
Discretionary$576.7M
Non-Disc.$261.9M
Employees56
Clients0
DateFeb 2020
Total AUM$838.6M
Discretionary$576.7M
Non-Disc.$261.9M
Employees56
Clients0
DateJan 2020
Total AUM$838.6M
Discretionary$576.7M
Non-Disc.$261.9M
Employees56
Clients0
DateJan 2020
Total AUM$838.6M
Discretionary$576.7M
Non-Disc.$261.9M
Employees56
Clients0
DateAug 2019
Total AUM$737.8M
Discretionary$537.9M
Non-Disc.$199.9M
Employees56
Clients0
DateJun 2019
Total AUM$737.8M
Discretionary$537.9M
Non-Disc.$199.9M
Employees56
Clients0
DateJun 2019
Total AUM$737.8M
Discretionary$537.9M
Non-Disc.$199.9M
Employees56
Clients0
DateMay 2019
Total AUM$737.8M
Discretionary$537.9M
Non-Disc.$199.9M
Employees56
Clients0
DateMar 2019
Total AUM$658.7M
Discretionary$468.5M
Non-Disc.$190.2M
Employees56
Clients0
DateMar 2019
Total AUM$658.7M
Discretionary$468.5M
Non-Disc.$190.2M
Employees56
Clients0
DateFeb 2019
Total AUM$658.7M
Discretionary$468.5M
Non-Disc.$190.2M
Employees56
Clients0
DateFeb 2019
Total AUM$658.7M
Discretionary$468.5M
Non-Disc.$190.2M
Employees56
Clients0
DateSep 2018
Total AUM$647.7M
Discretionary$507.1M
Non-Disc.$140.6M
Employees50
Clients0
DateJul 2018
Total AUM$647.7M
Discretionary$507.1M
Non-Disc.$140.6M
Employees50
Clients0
DateJan 2018
Total AUM$647.7M
Discretionary$507.1M
Non-Disc.$140.6M
Employees50
Clients0
DateJan 2018
Total AUM$647.7M
Discretionary$507.1M
Non-Disc.$140.6M
Employees50
Clients0
DateAug 2017
Total AUM$578.6M
Discretionary$470.3M
Non-Disc.$108.3M
Employees51
Clients2,000
DateMar 2017
Total AUM$615.2M
Discretionary$517.7M
Non-Disc.$97.5M
Employees51
Clients2,000
DateJan 2017
Total AUM$615.2M
Discretionary$517.7M
Non-Disc.$97.5M
Employees51
Clients2,000
DateOct 2016
Total AUM$596.6M
Discretionary$498.9M
Non-Disc.$97.8M
Employees60
Clients1,900
DateAug 2016
Total AUM$596.6M
Discretionary$498.9M
Non-Disc.$97.8M
Employees60
Clients1,900
DateAug 2016
Total AUM$596.6M
Discretionary$498.9M
Non-Disc.$97.8M
Employees60
Clients1,900
DateAug 2016
Total AUM$596.6M
Discretionary$498.9M
Non-Disc.$97.8M
Employees60
Clients1,900
DateMar 2016
Total AUM$596.6M
Discretionary$498.9M
Non-Disc.$97.8M
Employees60
Clients1,900
DateFeb 2016
Total AUM$596.6M
Discretionary$498.9M
Non-Disc.$97.8M
Employees60
Clients1,900
DateJan 2016
Total AUM$596.6M
Discretionary$498.9M
Non-Disc.$97.8M
Employees60
Clients1,900
DateDec 2015
Total AUM$600.6M
Discretionary$500.7M
Non-Disc.$99.9M
Employees52
Clients1,933
DateAug 2015
Total AUM$600.6M
Discretionary$500.7M
Non-Disc.$99.9M
Employees52
Clients1,933
DateJun 2015
Total AUM$600.6M
Discretionary$500.7M
Non-Disc.$99.9M
Employees52
Clients1,933
DateApr 2015
Total AUM$600.6M
Discretionary$500.7M
Non-Disc.$99.9M
Employees52
Clients1,933
DateApr 2015
Total AUM$600.6M
Discretionary$500.7M
Non-Disc.$99.9M
Employees52
Clients1,933
DateMar 2015
Total AUM$600.6M
Discretionary$500.7M
Non-Disc.$99.9M
Employees52
Clients1,933
DateFeb 2015
Total AUM$600.6M
Discretionary$500.7M
Non-Disc.$99.9M
Employees52
Clients1,933
DateFeb 2015
Total AUM$600.6M
Discretionary$500.7M
Non-Disc.$99.9M
Employees52
Clients1,933
DateJan 2015
Total AUM$579.4M
Discretionary$483.2M
Non-Disc.$96.2M
Employees52
Clients1,933
DateJan 2015
Total AUM$512.2M
Discretionary$427.6M
Non-Disc.$84.6M
Employees57
Clients2,000
DateAug 2014
Total AUM$512.2M
Discretionary$427.6M
Non-Disc.$84.6M
Employees57
Clients2,000
DateJun 2014
Total AUM$512.2M
Discretionary$427.6M
Non-Disc.$84.6M
Employees57
Clients2,000
DateMay 2014
Total AUM$512.2M
Discretionary$427.6M
Non-Disc.$84.6M
Employees57
Clients2,000
DateJan 2014
Total AUM$582M
Discretionary$407.3M
Non-Disc.$174.8M
Employees57
Clients2,000
DateNov 2013
Total AUM$512.2M
Discretionary$409.6M
Non-Disc.$102.6M
Employees66
Clients900
DateOct 2013
Total AUM$512.2M
Discretionary$409.6M
Non-Disc.$102.6M
Employees66
Clients900
DateFeb 2013
Total AUM$512.2M
Discretionary$409.6M
Non-Disc.$102.6M
Employees66
Clients900
DateMay 2012
Total AUM$267.5M
Discretionary$8.2M
Non-Disc.$259.3M
Employees51
Clients700
DateMay 2012
Total AUM$267.5M
Discretionary$8.2M
Non-Disc.$259.3M
Employees51
Clients700
DateMar 2012
Total AUM$267.5M
Discretionary$8.2M
Non-Disc.$259.3M
Employees51
Clients700
DateDec 2011
Total AUM$256.3M
Discretionary$232.9M
Non-Disc.$23.4M
Employees51
Clients700
DateJul 2011
Total AUM$256.3M
Discretionary$232.9M
Non-Disc.$23.4M
Employees51
Clients--
DateMar 2011
Total AUM$256.3M
Discretionary$232.9M
Non-Disc.$23.4M
Employees51
Clients--
DateOct 2010
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees51
Clients--
DateMay 2010
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees51
Clients--
DateJan 2010
Total AUM$186.2M
Discretionary$186.2M
Non-Disc.$0
Employees51
Clients--
DateOct 2009
Total AUM$105.3M
Discretionary$3.7M
Non-Disc.$101.7M
Employees51
Clients--
DateApr 2009
Total AUM$105.3M
Discretionary$3.7M
Non-Disc.$101.7M
Employees51
Clients--
DateJan 2008
Total AUM$121.1M
Discretionary$9.3M
Non-Disc.$111.8M
Employees51
Clients--
DateJan 2007
Total AUM$92.9M
Discretionary$6.2M
Non-Disc.$86.6M
Employees51
Clients--
DateFeb 2006
Total AUM$86.7M
Discretionary$4.3M
Non-Disc.$82.4M
Employees--
Clients--
DateJan 2005
Total AUM$31.5M
Discretionary$1.4M
Non-Disc.$30.1M
Employees--
Clients--