Company Overview
- Website
- winslowevanscrocker.com
- Phone
- (617) 896-3500
- Employees
- 25
- Founded in
- 1991
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5231 - Securities and Commodity Contracts Intermediation and Brokerage
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services621 - Security Brokers, Dealers, and Flotation Companies
Financials & Stats
Revenue
$14B
Total Funding Amount
$350,000M
Recent News & Media
Elizabeth Ann Rooney
- Apr 5, 2024
- files.brokercheck.finra.org
Shawn M. deVillier
- Jun 7, 2022
- theorg.com
Robert B. Maloney - President, CEO at Winslow, Evans & Crocker, Inc.
- Jun 7, 2022
- theorg.com
Winslow, Evans & Crocker, Inc.
- Aug 27, 2021
- crunchbase.com
WINSLOW, EVANS & CROCKER, INC. - Brokerage/Investment Adviser Firm
- Feb 23, 2020
- adviserinfo.sec.gov
National Holdings Corporation Announces Closing of
- Jan 6, 2020
- globenewswire.com
Who is Winslow Evans Crocker Inc
Winslow Evans Crocker Inc. is a financial services firm headquartered in Boston, Massachusetts. With a team of 25 employees, the company serves both individual and institutional investors. They generate an annual revenue of $14.2 million. Winslow Evans Crocker Inc. specializes in providing comprehensive financial planning services, including advice, insurance, portfolio management, and trading. Their team of experienced professionals offers tailored solutions to help clients achieve their financial goals. The company distinguishes itself through its personalized service and dedication to understanding client needs. They aim to combine the expertise and resources of a larger firm with the attentive care of a smaller, dedicated team. To discuss your financial needs and explore how Winslow Evans Crocker Inc. can assist you, visit their website at winslowevanscrocker.com.
Company Leadership
Assistant to the Executive Vice President of Insurance Services and Corporate Finance
Winslow Evans Crocker Inc Industry Tags
Winslow Evans Crocker Inc Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 14M | 75 | Atlanta, GA | 2003 | |
| 14M | 49 | Alpharetta, GA | 2004 |