WINTHROP PARTNERS - WPA , LLC
Total AUM
$44.1M
Employees
3Clients
104Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
295 MAIN STREET
SUITE 840
BUFFALO
NY 14203
United States
SUITE 840
BUFFALO
NY 14203
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
267-454-7551
Other Offices
3
Financials
Total AUM
$44.1M
Accounts
104Discretionary
$44.1M
Accounts
104Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
96AUM
$23.1M
HNW Individual Clients
8AUM
$21M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.