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DOUGLASS WINTHROP ADVISORS LLC
CRD 108680 · SEC 801-56993
521 FIFTH AVENUE, 19TH FLOOR, NEW YORK, NY, 10175, United States
Phone
212-557-7680
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.46B
Discretionary AUM
$6.46B
Team
34 total employees; 18 advisory reps; 1 broker-dealer reps
Clients
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Fees
Percentage of AUM; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 365 | $361.8M |
| High net worth individuals | 884 | $5.49B |
| Charitable organizations | 39 | $309.0M |
| Corporations/business entities | 39 | $300.0M |
States served
VT, AZ, CA, CO, DE, DC, GA, IL, KY, LA, ME, MD, MA, MN, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD