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 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 Status	Approved
Firm CRD#	282100
SEC#	801-106948
Assets Managed by Firm	$148,104,026
No. of Clients	277
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
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	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

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