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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