WINTHROP WEALTH

321 Columbus Ave
3rd Fl
Boston, Massachusetts 02116-5168
Tel: 617-530-1010

About WINTHROP WEALTH

WINTHROP WEALTH, formally registered with the SEC as WINTHROP WEALTH. The firm was established in 04/28/2017. They have over 18 offices throughout the country.

WINTHROP WEALTH is a Boston, Massachusetts based Financial Planning firm with nearly $2,208,782,902 assets under management, offering retirement planning & investment advisory services to 3298 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288178
SEC#	801-110461
Assets Managed by Firm	$2,208,782,902
No. of Clients	3298
No. of Advisors	36

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 businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3298	$2,208,782,902
Individuals (other than high net worth individuals)	790	$246,718,477
High net worth individuals	522	$1,807,120,201
Pension and profit sharing plans	69	$61,476,069
Charitable organizations	21	$18,762,196
Corporations or other businesses	35	$74,705,959

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