Winthrop Advisory Group LLC


Assets, Funds, Holdings

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Winthrop Advisory Group LLC
CRD #288178
SEC #801-110461
CIK #1739043
AUM $1.3 BB (99% Disc, 100% US, 2020-01-31)
Employees17 (71% Investors, 71% Brokers)
Address109 State Street
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
TOTL 27.8
ICSH 22.0
IVV 21.0
IWB 16.4
IJH 14.5
AAPL 1,372,810.0 11.6
SPY 8.9
DVY 7.5
IWF 7.3
IJR 3.9
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Biltmore Family Office LLC
NC 1.3
John F Suby Wealth Management LLC
WI 1.3
Parnassus Investments
CA 1.3
Lindbrook Capital LLC
CA 1.3
Efficient Advisors LLC
PA 1.3
Mainline West Fund Manager LLC
CO 1.3
Locke Capital Management Inc
RI 1.3
Institutional and Family Asset Management LLC
CO 1.3
Pillar Pacific Capital Management LLC
CA 1.3
Lee Danner & Bass Inc
TN 1.3
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