← Back to searchVisit website
WINTHROP PARTNERS - WNY, LLC
CRD 282100 · SEC 801-106948
295 MAIN STREET, SUITE 840, BUFFALO, NY, 14203, United States
Phone
716-322-7478
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.2M
Discretionary AUM
$184.3M
Team
4 total employees; 4 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)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $57.1M |
| High net worth individuals | 44 | $129.1M |
| Corporations/business entities | 3 | $107 |
States served
CA, NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD