WINTHROP CAPITAL ADVISORS, LLC

BOSTON, Massachusetts·3 registered advisors·CRD# 289487
SEC# 801-1278321617-570-4600
01

Firm Overview

AUM
$199M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
03

Specialties

Retirement PlanningFee-Only Advisory
04

Advisors at WINTHROP CAPITAL ADVISORS, LLC

3 registered advisors
Eric Montague
BOSTON, Massachusetts
John Garilli
BOSTON, Massachusetts
Michael Lee Ashner
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. WINTHROP CAPITAL ADVISORS, LLC (CRD# 289487) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.