WINTHROP CAPITAL MANAGEMENT

10201 N Illinois Street
Suite 275
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 $2,833,486,915 assets under management, offering retirement planning & investment advisory services to 751 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145216
SEC#	801-71321
Assets Managed by Firm	$2,833,486,915
No. of Clients	751
No. of Advisors	26

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	751	$2,833,486,915
Individuals (other than high net worth individuals)	357	$139,203,376
High net worth individuals	69	$144,108,012
Pension and profit sharing plans	10	$44,553,278
Charitable organizations	15	$31,237,964
Corporations or other businesses	18	$46,510,032

Inquire with WINTHROP CAPITAL MANAGEMENT

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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