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Home > Retirement Planners > new york > buffalo > WINTHROP PARTNERS - WNY, LLC
WINTHROP PARTNERS - WNY, LLC
295 Main Street
Suite 840
Buffalo, New York 14203
Tel: 716-322-7478
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 4 offices throughout the country.
WINTHROP PARTNERS - WNY, LLC is a Buffalo, New York based Financial Planning firm with nearly $133,137,382 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 282100 |
| SEC# | 801-106948 |
| Assets Managed by Firm | $133,137,382 |
| No. of Clients | 274 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 274 | $133,137,382 |
| Individuals (other than high net worth individuals) | 233 | $45,270,281 |
| High net worth individuals | 37 | $86,173,024 |
| Charitable organizations | Fewer than 5 clients | $1,693,939 |
| Corporations or other businesses | Fewer than 5 clients | $138 |
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