|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Winthrop Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 288178 |
| SEC # | 801-110461 |
| CIK # | 0001739043 |
| AUM | $2.6 B (2025-07-09) |
| Employees | 36 (67% Investors, 0% Brokers) |
| Phone | 617-530-1010 |
| Address | 321 Columbus Ave Boston, MA 02116-5168 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.0 | ||
| Microsoft Corp | 19.1 | ||
| Amazon Com Inc | 10.2 | ||
| LPL Investment Holdings Inc | 7.6 | ||
| Nvidia Corp | 5.5 | ||
| Facebook Inc | 5.5 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,392 | 0.4 |
| (b) Individuals (high net worth individuals) | 640 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 0.1 |
| (h) Charitable organizations | 23 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,872 | 2.6 |
| By Discretionary | ||
| Discretionary | 3,865 | 2.6 |
| Non-Discretionary | 7 | 0.0 |
| Total | 3,872 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 3,872 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001739043] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Emerald Advisers LLC
✚
|
PA | 2.6 |
|
Gibson Capital LLC
✚
|
PA | 2.6 |
|
Asset Dedication LLC
✚
|
CA | 2.6 |
|
Lutz Financial Services LLC
✚
|
NE | 2.6 |
|
Aaron Wealth Advisors LLC
✚
|
IL | 2.6 |
|
Fairway Wealth LLC
✚
|
OH | 2.6 |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 2.6 |
|
Barwick & Partners Inc
✚
|
WA | 2.6 |
|
Windsor Advisory Group LLC
✚
|
OH | 2.6 |
|
Monograph Wealth Advisors LLC
✚
|
CA | 2.6 |