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Michael Lee Ashner

WINTHROP CAPITAL ADVISORS, LLC·BOSTON, Massachusetts
Unclaimed Profile
2 LIBERTY SQUARE, BOSTON, MA 02109CRD# 1473939Firm CRD# 289487
01

About

Michael Lee Ashner is a registered financial advisor based in BOSTON, Massachusetts, affiliated with WINTHROP CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WINTHROP CAPITAL ADVISORS, LLC
WINTHROP CAPITAL ADVISORS, LLC
AUM
$199M
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at WINTHROP CAPITAL ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1473939
Firm CRD# 289487
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Lee Ashner offer?
Michael Lee Ashner specializes in Retirement Planning, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Michael Lee Ashner's credentials?
Michael Lee Ashner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Lee Ashner located?
Michael Lee Ashner is based in BOSTON, Massachusetts, working with WINTHROP CAPITAL ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Michael Lee Ashner charge for services?
Michael Lee Ashner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINTHROP CAPITAL ADVISORS, LLC?
WINTHROP CAPITAL ADVISORS, LLC has approximately 30 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BOSTON, MA
John Garilli
BOSTON, MA

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Research
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