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Adam C Coons

WINTHROP CAPITAL MANAGEMENT, LLC·CARMEL, Indiana
Unclaimed Profile
10201 N ILLINOIS STREET, CARMEL, IN 46290CRD# 4905756Firm CRD# 145216
01

About

Adam C Coons is a registered financial advisor based in CARMEL, Indiana, affiliated with WINTHROP CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WINTHROP CAPITAL MANAGEMENT, LLC
WINTHROP CAPITAL MANAGEMENT
AUM
$3.8B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at WINTHROP CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4905756
Firm CRD# 145216
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam C Coons offer?
Adam C Coons specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are Adam C Coons's credentials?
Adam C Coons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam C Coons located?
Adam C Coons is based in CARMEL, Indiana, working with WINTHROP CAPITAL MANAGEMENT, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Adam C Coons charge for services?
Adam C Coons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINTHROP CAPITAL MANAGEMENT, LLC?
WINTHROP CAPITAL MANAGEMENT, LLC has approximately 27 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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