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| Happy Holidays!! thanks for using AUM13F!! |
| Winthrop Partners - EPA LLC
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|---|---|
| CRD # | 282098 |
| SEC # | 801-106947 |
| CIK # | |
| AUM | $59.8 M (2025-03-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 267-454-4585 |
| Address | 295 Main Street Buffalo, NY 14203 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 22.0 |
| (b) Individuals (high net worth individuals) | 11 | 28.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.4 |
| (h) Charitable organizations | 1 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 127 | 59.8 |
| By Discretionary | ||
| Discretionary | 127 | 59.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 127 | 59.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 59.8 | |
| Total | 127 | 59.8 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Winthrop Partners - WNY LLC
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|
NY | 0.2 |
|
Winthrop Partners - EPA LLC
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|
NY | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Main Street Financial LLC
✚
|
NY | 0.1 |
|
Align Financial Advisors LLC
✚
|
TX | 0.1 |
|
Liberty Wealth Managers LLC
✚
|
NY | 0.1 |
|
Chlastawa Allan Frank
✚
|
0.1 | |
|
Allos Investment Advisors LLC
✚
|
KS | 0.1 |
|
HYJC Capital of WNY LLC
✚
|
NY | 0.1 |
|
Parlin Advisors LLC
✚
|
NY | 0.1 |
|
Minerva Wealth Advisory LLC
✚
|
NY | 0.1 |
|
Rochester Investments Inc
✚
|
NY | 0.1 |
|
Maureen A Whelan
✚
|
NY | 0.1 |