Winthrop Partners - Epa, LLC

Winthrop Partners - Epa, LLC (CRD# 282098) is a financial advisory firm headquartered in Buffalo, NY. They manage $3,045,193 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $507,532
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
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.

PA

Financial Advisors at Winthrop Partners - Epa, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William Sands Jr
CRD#: 5801085
25 North Main Street, Suite 2, Doylestown, PA 18901
93
Wealthminder
score

William Sands Jr (CRD# 5801085) is an Investment Advisor Representative working at Winthrop Partners - Epa, LLC in Doylestown, PA and has over 7 years of experience in the finance industry.

2
Robert B. Werner
CRD#: 4910211
835 Washington Street, Suite 118, Buffalo, NY 14203
84
Wealthminder
score

Robert Werner (CRD# 4910211) is an Investment Advisor Representative working at Winthrop Partners - Epa, LLC in Buffalo, NY and has over 9 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.

3
Christopher M. Hawn
CRD#: 4776341
111 Genesee Street, Suite 3800, Buffalo, NY 14203
68
Wealthminder
score

Christopher Hawn (CRD# 4776341) is an Investment Advisor Representative working at Winthrop Partners - Epa, LLC in Buffalo, NY and has over 12 years of experience in the finance industry.

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