Winthrop Partners Epa, LLC is a related adviser based in Buffalo. It manages $10.79 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Pennsylvania.
Winthrop Partners Epa provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Winthrop Partners Epa, LLC is $10.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 254% since the beginning of its operation, and $943.3 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Winthrop Partners Epa, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Winthrop Partners Epa is high net worth individuals with 5 clients and $8.96 million of assets under management. Among the 1 most similar advisory firms, Winthrop Partners Epa has the 0th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $10.79 million for 12 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Winthrop Partners Epa doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Winthrop Partners Epa, LLC performs its advisory services is located at 835 Washington Street, Buffalo, NY 14203 The mailing address of the firm is 25 North Main Street, Doylestown, PA 18901. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-322-7478. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at winthroppartners.com.