Winthrop Advisory Group LLC

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Winthrop Advisory Group LLC
CRD #288178
SEC #801-110461
CIK #1739043
AUM $1.3 BB (99% Disc, 100% US, 2020-01-31)
Employees17 (71% Investors, 71% Brokers)
Phone617-530-1010
Address109 State Street
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1285102877151425702010201320172021
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 ($)
0.20.20.10.10.00.02018201820192020
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