Winthrop Partners - Wpa, LLC

Overview

Winthrop Partners - Wpa, LLC is an independent, SEC-registered registered investment adviser formed in 2015 and organized as a limited liability company under individual ownership. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes asset-based fees as well as hourly and fixed-fee arrangements. Winthrop reports a related-adviser affiliation and lists its industry affiliation as other investment adviser. The firm does not identify as an active ESG investor.

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