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WINTHROP CAPITAL ADVISORS, LLC
WINTHROP CAPITAL ADVISORS, LLC
BOSTON, Massachusetts
·
3 registered advisors
·
CRD# 289487
SEC# 801-127832
1
617-570-4600
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 Planning
Fee-Only Advisory
04
Advisors at WINTHROP CAPITAL ADVISORS, LLC
3 registered advisors
Eric Montague
BOSTON, Massachusetts
CRD# 6844915
John Garilli
BOSTON, Massachusetts
CRD# 6844913
Michael Lee Ashner
BOSTON, Massachusetts
CRD# 1473939
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
.