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| Winthrop Partners - WNY LLC
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| CRD # | 282100 |
| SEC # | 801-106948 |
| CIK # | 0001734109 |
| AUM | 186.2 M (2026-04-07) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 716-322-7478 |
| Address | 295 Main Street Buffalo, NY 14203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001734109 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Motorola Inc | 0.0 | ||
| Corning Inc /NY | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Ace Ltd | 0.0 | ||
| Analog Devices Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Marathon Petroleum Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 57.1 |
| (b) Individuals (high net worth individuals) | 44 | 129.1 |
| (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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 186.2 |
| By Discretionary | ||
| Discretionary | 295 | 184.3 |
| Non-Discretionary | 7 | 2.0 |
| Total | 302 | 186.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.1 | |
| United States Persons | 180.1 | |
| Total | 302 | 186.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001734109] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Winthrop Partners - WNY LLC
✚
|
NY | 186.2 M |
|
Winthrop Partners - EPA LLC
✚
|
NY | 82.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ivy League Financial Advisors LLC
✚
|
MD | 188.7 M |
|
SDR Investment Management Inc
✚
|
FL | 188.6 M |
|
Wright Wealth LLC
✚
|
GA | 188.5 M |
|
KFG LLC
✚
|
SD | 188.1 M |
|
Heritage Financial Advisors LLC
✚
|
OH | 188.0 M |
|
Wall Street Financial Group Inc
✚
|
IL | 187.7 M |
|
Arcwood Financial LLC
✚
|
AZ | 186.6 M |
|
Closed-End Fund Advisors Inc
✚
|
186.3 M | |
|
Networth Advisors LLC
✚
|
PA | 185.4 M |
|
Summit Financial Consulting LLC
✚
|
MI | 184.7 M |