Be advised. This firm is no longer registered.

Winthrop Financial, Inc.

Winthrop Financial, Inc. (CRD# 158852) is a financial advisory firm headquartered in Buffalo, NY. They manage $189,391,059 in 452 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
111 Genesee Street, Suite 3800, Buffalo, NY 14203
https://www.winthropfinancialwny.com
By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $419,007
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NH, NY, PA, TN, TX

Financial Advisors at Winthrop Financial, Inc.
No Advisor Found.

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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