Winslow Drake

Winslow Drake

Investment Management Cathedral City, California, United States 2 employees
Employees
2
Contacts
2
Emails
2
Phones
2
winslowdrake.com LinkedIn

Winslow Drake Overview

Headquarters
Cathedral City, California, United States
Website
winslowdrake.com
Industry
Investment Management
Employees
2
Founded
2014
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords
Investment Management 401k/403b Plans Charitable Remainder Trusts Family Office

About Winslow Drake

Winslow Drake is an state-registered independent wealth management firm located in Southern California. We provide knowledge-based solutions in a socially-responsible, ethical and transparent way. Our approach may seem obvious to you and to us, but it is unique in the industry. Unlike many in the investment management profession, Winslow Drake receives no hidden fees of any kind. We serve the investment needs of individuals, corporate 401(k) and 403(b) plans and government 457(b) plans.

Winslow Drake Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
2
100.0% coverage

Winslow Drake Org Chart

Sample employees and titles
Name Title Contact
Haddon Libby Founder, Managing Partner and Chief
Email Phone
Sue Reilly Controller - 1031 Crowdfunding
Email Phone

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1

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