WINTHROP ADVISORY GROUP, LLC
Doing business as WINTHROP WEALTH. SEC Form ADV profile.
Total regulatory AUM
$3,101,361,784
Discretionary
$3,074,493,065
Non-discretionary
$26,868,719
Firm details
- CRD number
- 288178
- SEC file number
- 801-110461
- Main office
- BOSTON, MA, United States
- Employees
- 40
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.