WINTHROP PARTNERS - WPA , LLC

295 Main Street
Suite 840
Buffalo, New York 14203
Tel: 267-454-7551

About WINTHROP PARTNERS - WPA , LLC

WINTHROP PARTNERS - WPA , LLC, formally registered with the SEC as WINTHROP PARTNERS - WPA , LLC. The firm was established in 12/01/2015. They have over 4 offices throughout the country.

WINTHROP PARTNERS - WPA , LLC is a Buffalo, New York based Financial Planning firm with nearly $68,817,796 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282102
SEC#	801-106949
Assets Managed by Firm	$68,817,796
No. of Clients	68
No. of Advisors	2

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

Firm Client Information

	No. of Clients	AUM
Firm Total	68	$68,817,796
Individuals (other than high net worth individuals)	65	$17,184,407
High net worth individuals	3	$51,633,389

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