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Building 2WINTHROP CAPITAL MANAGEMENT

Map pinCARMEL, IN
Phone317-663-7500
NotebookSEC #801-71321
Total AUM
$4B
Employees
29
Clients
529

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10201 N ILLINOIS STREET
SUITE 450
CARMEL
IN 46290
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
317-663-7500

ReceiptFinancials

Total AUM
$4B
Accounts
832
Discretionary
$4B
Accounts
832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
406
AUM
$216.5M
HNW Individual Clients
60
AUM
$180.6M
Pooled Vehicle Clients
1
AUM
$185.4M
Pension/Profit Sharing Plan Clients
10
AUM
$62.6M
Charitable Organization Clients
7
AUM
$9.3M
Insurance Company Clients
25
AUM
$3.1B
Corporation or Business Clients
20
AUM
$171.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINMINCNYOHTNTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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