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Home > Retirement Planners > massachusetts > boston > WINTHROP CAPITAL ADVISORS, LLC
WINTHROP CAPITAL ADVISORS, LLC
2 Liberty Square
9th Floor
Boston, Massachusetts 02109
Tel: 617-570-4600
About WINTHROP CAPITAL ADVISORS, LLC
WINTHROP CAPITAL ADVISORS, LLC, formally registered with the SEC as WINTHROP CAPITAL ADVISORS, LLC. The firm was established in 04/28/2023. They have over 2 offices throughout the country.
WINTHROP CAPITAL ADVISORS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $199,394,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289487 |
| SEC# | 801-127832 |
| Assets Managed by Firm | $199,394,000 |
| No. of Clients | 4 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $199,394,000 |
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