1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WINTHROP PARTNERS - WPA , LLC

Map pinBUFFALO, NY
Phone267-454-7551
NotebookSEC #801-106949
Total AUM
$44.1M
Employees
3
Clients
104

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
267-454-7551
Other Offices
3

ReceiptFinancials

Total AUM
$44.1M
Accounts
104
Discretionary
$44.1M
Accounts
104
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
96
AUM
$23.1M
HNW Individual Clients
8
AUM
$21M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account