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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2015
- Office Locations
- 2
Office Locations
About Winthrop Partners - EPA, LLC
Winthrop Partners is a fee-only fiduciary RIA providing comprehensive financial planning, retirement planning, and ongoing investment management for individuals and families. Portfolios are built with an ETF-heavy, allocation-driven approach and monitored on an ongoing basis. The firm uses Raymond James resources for custodial setup and third-party custodial monitoring, with offices in Buffalo, Doylestown, Pittsburgh, and Miami.
Team overview
Insights
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS JOHN SAUNDERS JR.
Chief Operating Officer, Managing Member
- CRD
- #2854359
- Ownership
- 50% but less than 75%
ROBERT BRIAN WERNER
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #4910211
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Thomas Bunting III
Partner
- CRD
- #7050500
Keith Udine Saunders
--
- CRD
- #7699129
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,155,830 | $472,160 |
| Non-Discretionary | $0 | -- |
| Total | $82,155,830 | $472,160 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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