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WINTHROP PARTNERS - WNY, LLC

295 Main Street
Suite 840
Buffalo, New York 14203
Tel: 716-322-7478

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About WINTHROP PARTNERS - WNY, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#282100
SEC#801-106948
Assets Managed by Firm$148,104,026
No. of Clients277
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total277$148,104,026
Individuals (other than high net worth individuals)248$61,653,102
High net worth individuals25$84,444,999
Charitable organizationsFewer than 5 clients$2,005,595
Corporations or other businessesFewer than 5 clients$330

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