Overview
Assets Under Management: $69 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 3
Average Client Assets: $17.2 million
Frequently Asked Questions
WINTHROP PARTNERS - WPA , 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 #282102), WINTHROP PARTNERS - WPA , LLC is subject to fiduciary duty under federal law.
WINTHROP PARTNERS - WPA , LLC is headquartered in BUFFALO, NY.
WINTHROP PARTNERS - WPA , LLC serves 3 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, WINTHROP PARTNERS - WPA , LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WINTHROP PARTNERS - WPA , LLC manages $69 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, WINTHROP PARTNERS - WPA , 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
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.03%
Average Client Assets: $17.2 million
Total Client Accounts: 68
Discretionary Accounts: 65
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 282102
Filing ID: 1859923
Last Filing Date: 2024-03-29 10:40:00