WINTHROP CAPITAL MANAGEMENT, LLC

WINTHROP CAPITAL MANAGEMENT
CARMEL, Indiana·3 registered advisors·CRD# 145216
SEC# 801-713210317-663-7500
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at WINTHROP CAPITAL MANAGEMENT, LLC

3 registered advisors
Adam C Coons
CARMEL, Indiana
Gregory James Hahn
CARMEL, Indiana
James Bryan Horrey
CARMEL, Indiana
05

Office Locations

CARMEL, Indiana
3 advisors

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Data sourced from SEC Form ADV filings. WINTHROP CAPITAL MANAGEMENT, LLC (CRD# 145216) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.