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WINTHROP PARTNERS - EPA, LLC
CRD 282098 · SEC 801-106947
295 MAIN STREET, SUITE 840, BUFFALO, NY, 14203, United States
Phone
267-454-4585
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$82.2M
Discretionary AUM
$82.2M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $33.3M |
| High net worth individuals | 17 | $45.6M |
| Pension/profit sharing plans | 2 | $3.3M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD