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James Bryan Horrey

WINTHROP CAPITAL MANAGEMENT, LLC·CARMEL, Indiana
Unclaimed Profile
10201 N ILLINOIS STREET, CARMEL, IN 46290CRD# 7425687Firm CRD# 145216
01

About

James Bryan Horrey 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# 7425687
Firm CRD# 145216
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Bryan Horrey offer?
James Bryan Horrey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CARMEL, Indiana for a consultation.
What are James Bryan Horrey's credentials?
James Bryan Horrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bryan Horrey located?
James Bryan Horrey 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 James Bryan Horrey charge for services?
James Bryan Horrey'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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Other advisors in CARMEL
Jonathan Richard Evans — JWEST LLCMatthew Semler Dodson — JWEST LLCSteve Maxwell Dauby — JWEST LLCJay Allen Brammer — INDIE HEALTHCARE FUND MANAGEMENT, LLCSean M O'connor — JWEST LLC
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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