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).
-
Total Assets Under Management33MILLION
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$633,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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.
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.