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WINTHROP PARTNERS - WPA , LLC
Tel: 267-454-7551
295 Main Street Suite 840
Buffalo, New York 14203
WINTHROP PARTNERS - WPA , LLC
WINTHROP PARTNERS - WPA , LLC is a Buffalo, New York based financial advisory firm with nearly $68,817,796 in assets under management and provides investment advisory services for 68 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
282102
SEC#:
801-106949
No. of Clients:
68
Assets under Management
$68,817,796
No. of Advisors:
2
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