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Building 2JOHN WINTHROP & COMPANY, INC.

Map pinCHARLESTON, SC
Phone843-722-2228
NotebookSEC #801-56389
Total AUM
$88.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE NORTH ADGER'S WHARF
CHARLESTON
SC 29401
USA
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
843-722-2228

ReceiptFinancials

Total AUM
$88.2M
Accounts
21
Discretionary
$1.5M
Accounts
1
Non-Discretionary
$86.7M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SC

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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