WINTHROP CAPITAL MANAGEMENT

10201 N Illinois Street
Suite 450
Carmel, Indiana 46290
Tel: 317-663-7500

About WINTHROP CAPITAL MANAGEMENT

WINTHROP CAPITAL MANAGEMENT, formally registered with the SEC as WINTHROP CAPITAL MANAGEMENT. The firm was established in 04/30/2010. They have over 1 offices throughout the country.

WINTHROP CAPITAL MANAGEMENT is a Carmel, Indiana based Financial Planning firm with nearly $3,796,591,805 assets under management, offering retirement planning & investment advisory services to 790 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145216
SEC#	801-71321
Assets Managed by Firm	$3,796,591,805
No. of Clients	790
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	790	$3,796,591,805
Individuals (other than high net worth individuals)	369	$169,788,868
High net worth individuals	66	$154,416,856
Pension and profit sharing plans	10	$49,237,580
Charitable organizations	10	$11,507,737
Corporations or other businesses	24	$66,323,862

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

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