Winslow Drake

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

39015 Bel Air Dr, Cathedral City, Califo...

Phone Number

(213) 596-8399

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1
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1
1

About Winslow Drake

Winslow Drake offers best-in-class investment advice for a flat rate, ensuring no hidden charges. The firm is composed of experienced professionals including CEOs, CFOs, and investment advisors who prioritize clients' needs by adhering to the Fiduciary Standard of Care. They provide customized portfolios that align with clients' values and financial goals, whether for personal investment accounts or employer retirement plans. By charging a single fee, Winslow Drake eliminates conflicts of interest commonly found in traditional advisory relationships.Explore more
Winslow Drake's Social MediaPopular SearchesWinslow DrakeWinslow Drake IncWinslowdrakeSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Winslow Drake

<$5M
1-10
Private
-
1938
N/A
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1998
MF
Mike FraserSenior Wealth Advisor
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Winslow Drake is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Winslow Drake is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Winslow Drake.

Winslow Drake Tech Stack

A closer look at the technologies used by Winslow Drake

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Frequently Asked Questions Regarding Winslow Drake

What is Winslow Drake's official website?
Winslow Drake's official website is www.winslowdrake.com
What is Winslow Drake's Revenue?
Winslow Drake's revenue is <$5 Million
What is Winslow Drake's SIC code?
Winslow Drake's SIC: 62,628
What is Winslow Drake's NAICS code?
Winslow Drake's NAICS: 52,523
How many employees does Winslow Drake have?
Winslow Drake has 1-10 employees
What industry does Winslow Drake belong to?
Winslow Drake is in the industry of: Finance, Securities Trading
What is Winslow Drake competition?
Winslow Drake top competitors include: Wealth Advisory Services, Sterling Total Wealth Solutions, Stratos Wealth Advisors, Wayne Firebaugh
What technology does Winslow Drake use?
Some of the popular technologies that Winslow Drake uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact Winslow Drake?
Winslow Drake contact info: Phone number: (213) 596-8399 Website: www.winslowdrake.com
What does Winslow Drake do?

Winslow Drake offers best-in-class investment advice for a flat rate, ensuring no hidden charges. The firm is composed of experienced professionals including CEOs, CFOs, and investment advisors who prioritize clients' needs by adhering to the Fiduciary Standard of Care. They provide customized portfolios that align with clients' values and financia... l goals, whether for personal investment accounts or employer retirement plans. By charging a single fee, Winslow Drake eliminates conflicts of interest commonly found in traditional advisory relationships.Read More

What are Winslow Drake social media links?
Winslow Drake Linkedin page
Is Winslow Drake a public company?
Winslow Drake is private company therefore does not currently have an official ticker symbol
See more information about Winslow Drake

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