Douglass Winthrop Advisors LLC

Douglass Winthrop Advisors LLC (CRD# 108680) is a financial advisory firm headquartered in New York, NY. They manage $1,662,421,129 in 940 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,662
    MILLION
  • Total Number of Accounts
    940
    ACCOUNTS
  • Average Account Value
    $1,768,533
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Douglass Winthrop Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles G. Crane
CRD#: 1210136
535 Fifth Avenue, 22nd Floor, New York, NY 10017
93
Wealthminder
score

Charles Crane (CRD# 1210136) is an Investment Advisor Representative working at Douglass Winthrop Advisors LLC in New York, NY and has over 32 years of experience in the finance industry.

2
Joshua C. Huffard
CRD#: 2155733
2001 Fillmore Street, #7, San Francisco, CA 94115
89
Wealthminder
score

Joshua Huffard (CRD# 2155733) is an Investment Advisor Representative working at Douglass Winthrop Advisors LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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