WINTHROP PARTNERS - EPA, LLC

295 Main Street
Suite 840
Buffalo, New York 14203
Tel: 267-454-4585

About WINTHROP PARTNERS - EPA, LLC

WINTHROP PARTNERS - EPA, LLC, formally registered with the SEC as WINTHROP PARTNERS - EPA, LLC. The firm was established in 11/24/2015. They have over 3 offices throughout the country.

WINTHROP PARTNERS - EPA, LLC is a Buffalo, New York based Financial Planning firm with nearly $42,207,097 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282098
SEC#	801-106947
Assets Managed by Firm	$42,207,097
No. of Clients	85
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	85	$42,207,097
Individuals (other than high net worth individuals)	73	$13,556,424
High net worth individuals	8	$20,712,896
Pension and profit sharing plans	Fewer than 5 clients	$6,260,895
Charitable organizations	Fewer than 5 clients	$1,676,882

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