Winthrop Partners - Epa, LLC

Overview

Winthrop Partners - Epa, LLC is an independent registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its billing model is flexible: percentage-of-AUM fees are offered alongside hourly and fixed-fee arrangements. The adviser is structured as an owner-operated practice (individual owner) and reports a related adviser relationship; it does not advertise itself as an ESG-focused manager.

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Location & Offices