295 Main Street
Suite 840
Buffalo, New York 14203
Tel: 716-322-7478
WINTHROP PARTNERS - WNY, LLC, formally registered with the SEC as WINTHROP PARTNERS - WNY, LLC. The firm was established in 12/15/2015. They have over 5 offices throughout the country.
WINTHROP PARTNERS - WNY, LLC is a Buffalo, New York based Financial Planning firm with nearly $148,104,026 assets under management, offering retirement planning & investment advisory services to 277 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282100 |
SEC# | 801-106948 |
Assets Managed by Firm | $148,104,026 |
No. of Clients | 277 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 277 | $148,104,026 |
Individuals (other than high net worth individuals) | 248 | $61,653,102 |
High net worth individuals | 25 | $84,444,999 |
Charitable organizations | Fewer than 5 clients | $2,005,595 |
Corporations or other businesses | Fewer than 5 clients | $330 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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