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| Winthrop Advisory Group LLC
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| |
|---|---|
| CRD # | 288178 |
| SEC # | 801-110461 |
| CIK # | 0001739043 |
| AUM | $2.2 BB (2024-07-01) |
| Employees | 36 (61% Investors, 61% Brokers) |
| Phone | 617-530-1010 |
| Address | 321 Columbus Ave Boston, MA 02116-5168 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 32.4 | |
| MSFT | 1,918,222.4 | 11.2 | |
| AMZN | 1,092,997.8 | 6.7 | |
| LPLA | 15,308.4 | 5.8 | |
| GOOGL | 1,475,138.5 | 3.6 | |
| HD | 277,648.0 | 3.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 790 | 0.2 |
| (b) Individuals (high net worth individuals) | 522 | 1.8 |
| (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 | 69 | 0.1 |
| (h) Charitable organizations | 21 | 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 | 35 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,298 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,292 | 2.2 |
| Non-Discretionary | 6 | 0.0 |
| Total | 3,298 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,298 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001739043] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Certified Advisory Corp
✚
|
FL | 2.3 |
|
AdvisorNet Financial Inc
✚
|
MN | 2.3 |
|
Foster & Motley Inc
✚
|
OH | 2.3 |
|
TREK Financial LLC
✚
|
AZ | 2.3 |
|
Vicus Capital Inc
✚
|
PA | 2.3 |
|
C2P Capital Advisory Group LLC
✚
|
OH | 2.2 |
|
Farther Finance Advisors LLC
✚
|
CA | 2.2 |
|
Strategic Blueprint LLC
✚
|
GA | 2.2 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 2.1 |
|
Deschutes Investment Consulting LLC
✚
|
OR | 2.1 |