Winthrop Partners - Wny, LLC
Firm details
- Headquarters
- Orchard Park, New York
- CRD number
- 282100
- Registered since
- December 15, 2015
- Website
- www.winthroppartners.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.34%
- Individuals30.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Winthrop Partners - Wny, LLC is an independently owned registered investment adviser organized as an LLC and SEC‑registered since 2015. The firm is owned by an individual and positions itself to serve both individual/family and institutional clients. Its client engagement methods include percentage‑of‑assets fees alongside hourly and fixed‑fee arrangements. Advisory capabilities emphasize financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Kelly Christopher
Chief Compliance OfficerCRD 6000499
Contacts
3 of 4
Ryan Carney
Managing DirectorCRD 6559045
Thomas Saunders
Managing MemberCRD 2854359
Robert Werner
Managing DirectorCRD 4910211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$93.3M in ETFs
100%
$93.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $9.4M | 98,469 | 10.07% |
Location
Orchard Park, NY
Erie
Location
Orchard Park, NY
Headquartered in Orchard Park, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 21 Princeton Pl
- Time zone
- ET (UTC-5)
- Office locations
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