Winthrop Capital Management

Winthrop Capital Management (CRD# 145216) is a financial advisory firm headquartered in Carmel, IN. They manage $3,796,591,805 in 790 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
10201 N Illinois Street, Suite 275, Carmel, IN 46290
http://www.winthropcm.com
By the Numbers
  • Total Assets Under Management
    3,797
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $4,805,812
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, MI, NC, NY, OH, SC, TN, TX, WI

Financial Advisors at Winthrop Capital Management
Showing 1 - 6 of 6 top financial advisors.
1
Gregory Hahn, financial advisor Carmel IN
Gregory J. Hahn
CRD#: 1719374
10201 N Illinois Street, Suite 275, Carmel, IN 46290

Gregory Hahn (CRD# 1719374) is an Investment Advisor Representative working at Winthrop Capital Management in Carmel, IN and has over 19 years of experience in the finance industry.

2
Lance Bertsch, financial advisor Inianapolis IN
Lance E. Bertsch
CRD#: 7117168
20 East 91st Street, Suite 200, Inianapolis, IN 46240

Lance Bertsch (CRD# 7117168) is an Investment Advisor Representative working at Winthrop Capital Management in Inianapolis, IN and has 1 year of experience in the finance industry.

3
Adam Coons, financial advisor Indianapolis IN
Adam C. Coons
CRD#: 4905756
20 East 91st Street, Suite 200, Indianapolis, IN 46240

Adam Coons (CRD# 4905756) is an Investment Advisor Representative working at Winthrop Capital Management in Indianapolis, IN and has 1 year of experience in the finance industry.

4
John Denger, financial advisor Carmel IN
John R. Denger
CRD#: 7713433
10201 N Illinois Street, Suite 275, Carmel, IN 46290

John Denger (CRD# 7713433) is an Investment Advisor Representative working at Winthrop Capital Management in Carmel, IN and has 1 year of experience in the finance industry.

5
Keith Hanson, financial advisor Columbus OH
Keith Hanson
CRD#: 7669372
275 East Broad Street, Columbus, OH 43215

Keith Hanson (CRD# 7669372) is an Investment Advisor Representative working at Winthrop Capital Management in Columbus, OH and has 1 year of experience in the finance industry.

6
Sterling Stone, financial advisor Carmel IN
Sterling L. Stone
CRD#: 7655317
10201 N Illinois Street, Suite 275, Carmel, IN 46290

Sterling Stone (CRD# 7655317) is an Investment Advisor Representative working at Winthrop Capital Management in Carmel, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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