Winthrop Partners Wpa, LLC is a related adviser based in Buffalo. It manages $39.35 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Pennsylvania.
Winthrop Partners Wpa provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Winthrop Partners Wpa, LLC is $39.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Winthrop Partners Wpa, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Winthrop Partners Wpa is high net worth individuals with 2 clients and $37.18 million of assets under management. Among the 1 most similar advisory firms, Winthrop Partners Wpa has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $39.35 million for 8 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Winthrop Partners Wpa doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Winthrop Partners Wpa, LLC performs its advisory services is located at 847 Washington Street, Buffalo, NY 14203 The mailing address of the firm is Edgewood Station, Pittburgh, PA 15218. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 267-454-7551. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at winthroppartners.com.