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| Happy Holidays!! thanks for using AUM13F!! |
| Winthrop Partners - WNY LLC
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|---|---|
| CRD # | 282100 |
| SEC # | 801-106948 |
| CIK # | 0001734109 |
| AUM | $167.9 M (2025-03-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 716-322-7478 |
| Address | 295 Main Street Buffalo, NY 14203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| J P Morgan Chase & Co | 0.0 | ||
| AT&T Inc | 0.0 | ||
| British American Tobacco PLC | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 65.1 |
| (b) Individuals (high net worth individuals) | 33 | 102.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 284 | 167.9 |
| By Discretionary | ||
| Discretionary | 277 | 165.9 |
| Non-Discretionary | 7 | 1.9 |
| Total | 284 | 167.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.2 | |
| United States Persons | 161.7 | |
| Total | 284 | 167.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001734109] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Winthrop Partners - WNY LLC
✚
|
NY | 0.2 |
|
Winthrop Partners - EPA LLC
✚
|
NY | 0.1 |
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|---|---|---|
|
Sound Financial LLC
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|
0.2 | |
|
Flavin Financial Services Inc
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FL | 0.2 |
|
Elite Retirement Group Inc
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|
WI | 0.2 |
|
Vincimus Capital LLC
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|
CA | 0.2 |
|
Eastsound Capital Advisors LLC
✚
|
0.2 | |
|
Invisor Financial LLC
✚
|
KS | 0.2 |
|
Montgomery Financial Services LLC
✚
|
MD | 0.2 |
|
First Citizens Asset Management Inc
✚
|
NC | 0.2 |
|
Valued Retirements Inc
✚
|
TX | 0.2 |
|
Specialized Retirement Consultants LLC
✚
|
0.2 |