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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2015
- Office Locations
- 3
Office Locations
About Winthrop Partners - WPA , LLC
Winthrop Partners is a fee-only, fiduciary RIA providing comprehensive financial planning, retirement planning, and ongoing investment management for individuals and families, with offices in Buffalo, Doylestown, Pittsburgh, and Miami. Flat-fee, no-commission model; uses Raymond James resources for custodial monitoring and implements portfolios primarily with ETFs (per filings).
Team overview
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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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Robert Michael Richardson
--
- CRD
- #7671669
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,066,811 | $423,719 |
| Non-Discretionary | $0 | -- |
| Total | $44,066,811 | $423,719 |
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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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