|
⚲
|
| Keyboard |
| Winthrop Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 288178 |
| SEC # | 801-110461 |
| CIK # | 0001739043 |
| AUM | 3,101.4 M (2026-06-16) |
| Employees | 40 (68% Investors, 0% Brokers) |
| Phone | 617-530-1010 |
| Address | 321 Columbus Ave Boston, MA 02116-5168 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 44.4 | ||
| Microsoft Corp | 15.9 | ||
| Amazon Com Inc | 11.8 | ||
| Alphabet Inc | 9.0 | ||
| Nvidia Corp | 8.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,662 | 0.4 |
| (b) Individuals (high net worth individuals) | 743 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 0.1 |
| (h) Charitable organizations | 19 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,369 | 3.1 |
| By Discretionary | ||
| Discretionary | 4,350 | 3.1 |
| Non-Discretionary | 19 | 0.0 |
| Total | 4,369 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 4,369 | 3.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001739043] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 32 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Midland Wealth Advisors LLC
✚
|
IL | 3,160.0 M |
|
on Investment Management Co
✚
|
OH | 3,152.5 M |
|
SRH Advisors LLC
✚
|
KS | 3,149.1 M |
|
Santander Securities LLC
✚
|
MA | 3,141.0 M |
|
BPS Capital Management Inc
✚
|
MN | 3,104.6 M |
|
Thompson Investment Management Inc
✚
|
WI | 3,084.4 M |
|
Efficient Advisors LLC
✚
|
3,082.9 M | |
|
Disciplina Capital Management LLC
✚
|
TN | 3,057.8 M |
|
Crewe Advisors LLC
✚
|
UT | 3,050.6 M |
|
Silvant Capital Management LLC
✚
|
GA | 3,040.5 M |