Winthrop Partners - Wpa , LLC
Winthrop Partners - Wpa , LLC (CRD# 282102) is a financial advisory firm headquartered in Buffalo, NY. They manage $59,133,133 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management59MILLION
-
Total Number of Accounts46ACCOUNTS
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Average Account Value$1,285,503
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Winthrop Partners - Wpa , LLC
No Advisor Found.
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