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WINTHROP WEALTH
BOSTON, MA
617-530-1010
SEC #801-110461Total AUM
$3.1B
Employees
38Clients
2,486Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
321 COLUMBUS AVE
3RD FL
BOSTON
MA 02116-5168
United States
3RD FL
BOSTON
MA 02116-5168
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
617-530-1010
Other Offices
19
Financials
Total AUM
$3.1B
Accounts
4,369Discretionary
$3.1B
Accounts
4,350Non-Discretionary
$26.9M
Accounts
19
Clients
Individual Clients
1,662AUM
$440M
HNW Individual Clients
743AUM
$2.5B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
20AUM
$51.5M
Charitable Organization Clients
19AUM
$23.9M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
37AUM
$91.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% RETIREMENT PLANS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAIDILMAMEMIMNMTNCNHNJNYOHORPARISCTNTXUTVAVTWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.