Gerald Wayne Goldberg
Investment adviser representative at Winslow Asset Management Inc
34 yearsExperience
1 stateRegistered in
$626.7MFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- Winslow Asset Management, Inc.Jun 1992 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Winslow Asset Management Inc
$626.7MAssets managed
130Clients
4Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1808877
- Firm CRD
- 106337