Unclaimed Profile

Adam C Coons

WINTHROP CAPITAL MANAGEMENT, LLC·CARMEL, Indiana

Clean recordWINTHROP CAPITAL MANAGEMENT, LLC

10201 N ILLINOIS STREET, CARMEL, IN 46290CRD# 4905756Firm CRD# 145216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam C Coons · CARMEL, IN

Registration

CRD #4905756 · WINTHROP CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WINTHROP CAPITAL MANAGEMENT, LLC

WINTHROP CAPITAL MANAGEMENT

AUM

$3.8B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4905756

Firm CRD# 145216

View on FINRA BrokerCheck →

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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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