Unclaimed Profile

Adam C Coons

WINTHROP CAPITAL MANAGEMENT, LLC·CARMEL, Indiana

Clean record7 years registeredWINTHROP 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 · 7 years registered

Brand Profile

Not yet started

Career History

WINTHROP CAPITAL MANAGEMENT

Oct 2020 – present

SANCTUARY ADVISORS, LLC

Jul 2019 – Mar 2020

Indianapolis, IN

Registrations & Exams

Registration record

First registered · July 10, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINTHROP CAPITAL MANAGEMENT, LLC

CRD 145216 · SEC 801-71321

AUM

$3.8B

Regulatory assets under management

Employees

790 client accounts

Services offered by WINTHROP CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WINTHROP CAPITAL MANAGEMENT, LLC →

Introduction

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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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