Overview
Assets Under Management: $3.9 billion
Headquarters: CARMEL, IN
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 517
Discretionary Accounts: 514
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 145216
Filing ID: 1954772
Last Filing Date: 2025-03-26 17:08:00
Website: https://winthropcm.com