WINTHROP CAPITAL MANAGEMENT - Financial Advisor in Indiana, Carmel

Tel: 317-663-7500 10201 N Illinois Street Suite 450 Carmel, Indiana 46290

About WINTHROP CAPITAL MANAGEMENT

WINTHROP CAPITAL MANAGEMENT is a Carmel, Indiana based financial advisory firm with nearly $3,796,591,805 in assets under management and provides investment advisory services for 790 clients. There are currently 27 financial advisors at the firm.

General Information

Firm CRD#:

145216

Firm SEC#:

801-71321

Assets Under Management:

$3,796,591,805

No. of Clients:

790

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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150

$18,201,054,484

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288623

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2231

$4,946,760,100

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164328

801-76741

314

$4,412,477,143

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1690

$3,159,426,779

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