Winthrop Partners - Epa, LLC

Winthrop Partners - Epa, LLC (CRD# 282098) is a financial advisory firm headquartered in Buffalo, NY. They manage $32,929,029 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $633,251
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Winthrop Partners - Epa, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Bunting
CRD#: 7050500
25 North Main Street, 2nd Floor, Doylestown, PA 18901

Thomas Bunting (CRD# 7050500) is an Investment Advisor Representative working at Winthrop Partners - Epa, LLC in Doylestown, PA and has 1 year of experience in the finance industry.

2
Robert B. Werner
CRD#: 4910211
295 Main Street, Suite 840, Buffalo, NY 14203

Robert Werner (CRD# 4910211) is an Investment Advisor Representative working at Winthrop Partners - Epa, LLC in Buffalo, NY and has over 15 years of experience in the finance industry. Robert Werner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.