Winthrop Capital Management

Winthrop Capital Management (CRD# 145216) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,281,443,798 in 613 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,281
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $2,090,447
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
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.

CA, FL, GA, IA, IL, IN, MI, NC, NY, TX

Financial Advisors at Winthrop Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Gregory J. Hahn
CRD#: 1719374
20 East 91st Street, Suite 200, Indianapolis, IN 46240

Gregory Hahn (CRD# 1719374) is an Investment Advisor Representative working at Winthrop Capital Management in Indianapolis, IN and has over 16 years of experience in the finance industry.

2
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 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.

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