WINTHROP PARTNERS - EPA, LLC
Firm details
- Headquarters
- BUFFALO, New York
- CRD number
- 282098
- Registered since
- November 24, 2015
- Website
- www.winthroppartners.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.49%
- Individuals40.48%
- Pension & Profit Sharing Plans4.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Winthrop Partners - Epa, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm is owned by an individual and serves both individual/family and institutional clients, with advisory activities focused on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The filing indicates the firm has a related adviser and that it does not operate as a capital allocator or as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities37%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1KELLY CHRISTOPHER
Chief Compliance OfficerCRD 6000499
Contacts
3 of 4ROBERT WERNER
Managing DirectorCRD 4910211
Thomas Bunting
DirectorCRD 7050500
Keith Saunders
DirectorCRD 7699129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BUFFALO, NY
ERIE
Location
BUFFALO, NY
Headquartered in BUFFALO, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- ERIE
- Address
- 295 Main St
- Time zone
- ET (UTC-5)
- Office locations
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