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Gregory James Hahn

WINTHROP CAPITAL MANAGEMENT, LLC·CARMEL, Indiana
Unclaimed Profile
10201 N ILLINOIS STREET, CARMEL, IN 46290CRD# 1719374Firm CRD# 145216
01

About

Gregory James Hahn 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
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# 1719374
Firm CRD# 145216
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory James Hahn offer?
Gregory James Hahn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are Gregory James Hahn's credentials?
Gregory James Hahn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory James Hahn located?
Gregory James Hahn 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 Gregory James Hahn charge for services?
Gregory James Hahn'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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