WINTHROP WEALTH - Financial Advisor in Massachusetts, Boston

Tel: 617-530-1010 321 Columbus Ave 3rd Fl Boston, Massachusetts 02116-5168

About WINTHROP WEALTH

WINTHROP WEALTH is a Boston, Massachusetts based financial advisory firm with nearly $2,208,782,902 in assets under management and provides investment advisory services for 3298 clients. There are currently 36 financial advisors at the firm.

General Information

Firm CRD#:

288178

Firm SEC#:

801-110461

Assets Under Management:

$2,208,782,902

No. of Clients:

3298

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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