WINTHROP PARTNERS - WNY, LLC
Firm details
- Headquarters
- BUFFALO, 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 independent registered investment adviser organized as an LLC and registered with the SEC since 2015. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services and educational workshops. Winthrop charges a mix of fee schedules—asset-based fees, hourly fees and fixed-fee arrangements—and is not identified as a capital allocator. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4RYAN 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
$87.5M in ETFs
100%
$87.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $8.6M | 99,031 | 9.80% |
Location
BUFFALO, NY
ERIE
Location
BUFFALO, NY
Headquartered in BUFFALO, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- ERIE
- Address
- 295 Main St
- Time zone
- ET (UTC-5)
- Office locations
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