Overview
Assets Under Management: $168 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 33
Average Client Assets: $3 million
Frequently Asked Questions
WINTHROP PARTNERS - WNY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282100), WINTHROP PARTNERS - WNY, LLC is subject to fiduciary duty under federal law.
WINTHROP PARTNERS - WNY, LLC is headquartered in BUFFALO, NY.
WINTHROP PARTNERS - WNY, LLC serves 33 high-net-worth clients according to their SEC filing dated January 05, 2026. View client details ↓
According to their SEC Form ADV, WINTHROP PARTNERS - WNY, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
WINTHROP PARTNERS - WNY, LLC manages $168 million in client assets according to their SEC filing dated January 05, 2026.
According to their SEC Form ADV, WINTHROP PARTNERS - WNY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 284
Discretionary Accounts: 277
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 282100
Filing ID: 2037144
Last Filing Date: 2026-01-05 11:42:13