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Building 2WINTHROP PARTNERS - EPA, LLC

Map pinBUFFALO, NY
Phone267-454-4585
NotebookSEC #801-106947
Total AUM
$82.2M
Employees
5
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
295 MAIN STREET
SUITE 840
BUFFALO
NY 14203
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
267-454-4585
Other Offices
2

ReceiptFinancials

Total AUM
$82.2M
Accounts
174
Discretionary
$82.2M
Accounts
174
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
155
AUM
$33.3M
HNW Individual Clients
17
AUM
$45.6M
Pension/Profit Sharing Plan Clients
2
AUM
$3.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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