# WINFIELD ASSOCIATES INC

WINFIELD ASSOCIATES INC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 108969
- Type: SEC-registered investment adviser
- SEC file number: 801-54970
- Location: 700 WEST ST CLAIR AVENUE, SUITE 404, CLEVELAND, OH, 44113
- Phone: 216-241-2575
- Latest filing: 2022-03-01
- Regulatory AUM: $369.0M
- Discretionary AUM: $368.8M
- Non-discretionary AUM: $184K
- Clients: 7
- Accounts: 618

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| BAKER WILLIAM WINFIELD | CHAIRMAN OF THE BOARD OF DIRECTORS; DIRECTOR; PRESIDENT & CEO (+2 more) | — |
| BAKER CHRISTOPHER WILLIAM | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, TREASURER, AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| GORDINIER CURTIS WILLIAM | EXECUTIVE VICE PRESIDENT | — |
| HOLLAND DONNA MORGAN | VICE PRESIDENT | — |
| HALEY MARK QUIEN | EXECUTIVE VICE PRESIDENT; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108969/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108969/similar
- Related entities: https://search.stillhousedata.com/firm/108969/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108969

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.