Winthrop Partners - Epa, LLC

Winthrop Partners - Epa, LLC (CRD# 282098) is a financial advisory firm headquartered in Buffalo, NY. They manage $42,207,097 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
295 Main Street, Suite 840, Buffalo, NY 14203
https://www.winthroppartners.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $496,554
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, financial advisor Doylestown PA
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 Werner, financial advisor Buffalo NY
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.

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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