Winthrop Partners - WNY LLC

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Winthrop Partners - WNY LLC
CRD #282100
SEC #801-106948
CIK #0001734109
AUM $126.5 MM (98% Disc, 100% US, 2020-07-14)
Employees 4 (100% Investors, 0% Brokers)
Phone716-322-7478
Address295 Main Street
Buffalo, NY 14203
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
180144108723602010201320172021
Sector Form 13F Holdings Cap ($BB) Value ($BB)
JPM 324.6 5.6
T 207.7 5.4
BTI 73.1 4.1
VZ 232.3 4.0
PFE 252.3 3.0
CSCO 184.7 2.8
AAPL 674.8 2.7
HD 194.1 2.4
MSFT 747.7 2.4
PEP 152.8 2.3
View All
Holdings by Sector ($BB)
14011284562802016201720182020
EDGAR Form CIK 2011 - 2021
13F-HR [0001734109]
Related Firms State AUM ($BB)
Winthrop Partners - WNY LLC
NY 0.1
Winthrop Partners - EPA LLC
NY 0.0
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Nestlerode & LOY Inc
PA 0.1
Luken Investment Analytics LLC
TN 0.1
Assetgrade LLC
MA 0.1
Willamette Financial Advisors LLC
OR 0.1
Retirement Strategies Ltd
OH 0.1
Blue BARN Wealth LLC
UT 0.1
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