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WINTHROP PARTNERS - EPA, LLC

Tel: 267-454-4585
295 Main Street
Suite 840
Buffalo, New York  14203

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WINTHROP PARTNERS - EPA, LLC

WINTHROP PARTNERS - EPA, LLC is a Buffalo, New York based financial advisory firm with nearly $42,207,097 in assets under management and provides investment advisory services for 85 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282098

SEC#:

801-106947

No. of Clients:

85

Assets under Management

$42,207,097

No. of Advisors:

4

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