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⚲
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| Winthrop Advisory Group LLC
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|
|
|---|---|
| CRD # | 288178 |
| SEC # | 801-110461 |
| CIK # | 0001739043 |
| AUM | $1.8 BB (2023-02-24) |
| Employees | 28 (75% Investors, 68% Brokers) |
| Phone | 617-530-1010 |
| Address | 109 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 751 | 205.6 |
| (b) Individuals (high net worth individuals) | 485 | 1,488.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 65 | 59.5 |
| (h) Charitable organizations | 18 | 15.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 61.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,025 | 1,830.7 |
| By Discretionary | ||
| Discretionary | 3,021 | 1,811.1 |
| Non-Discretionary | 4 | 19.6 |
| Total | 3,025 | 1,830.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 1,825.8 | |
| Total | 3,025 | 1,830.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001739043] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BLB & B Advisors LLC
✚
|
PA | 1.9 |
|
TREK Financial LLC
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|
AZ | 1.9 |
|
Equity Services Inc
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VT | 1.9 |
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Tower Bridge Advisors Inc
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PA | 1.9 |
|
Transamerica Financial Advisors Inc
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FL | 1.8 |
|
Advisory Alpha LLC
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MI | 1.8 |
|
Legacy Wealth Management Inc
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|
VA | 1.8 |
|
Oxbow Advisors LLC
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|
TX | 1.8 |
|
Koshinski Asset Management Inc-Dba IPI Asset Management Inc
✚
|
IL | 1.8 |
|
Bill FEW Associates Inc
✚
|
PA | 1.8 |