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WINTHROP PARTNERS - WNY, LLC

Tel: 716-322-7478
295 Main Street
Suite 840
Buffalo, New York  14203

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WINTHROP PARTNERS - WNY, LLC

WINTHROP PARTNERS - WNY, LLC is a Buffalo, New York based financial advisory firm with nearly $148,104,026 in assets under management and provides investment advisory services for 277 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 , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282100

SEC#:

801-106948

No. of Clients:

277

Assets under Management

$148,104,026

No. of Advisors:

4

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