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Winthrop Advisory Group, LLC

● SEC registered since 2017CRD 288178SEC# 801-110461Boston, MA
Export (members)
Reg. AUM
$2.6B
Employees
36
Accounts
3,872
Location
Boston, MA

Winthrop Advisory Group, LLC assets under management

Winthrop Advisory Group, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2017. It reports $2.6 billion in regulatory assets under management and employs 36 people.

Winthrop Advisory Group, LLC owners & executives

12 reported
NameTitleOwnershipSince
Andrew Joseph Murphy ControlCo-Chief Investment OfficerUnder 5%2021
Earl Bryan Winthrop ControlManaging Member (class A), Elected Manager25-50%2022
Harvey Alan Slaughter ControlDirector Of Operations And Client Service, ExecutiveUnder 5%2023
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Frequently asked questions

How much does Winthrop Advisory Group, LLC manage?

Winthrop Advisory Group, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Winthrop Advisory Group, LLC have?

Winthrop Advisory Group, LLC reports 36 employees.

Where is Winthrop Advisory Group, LLC located?

Winthrop Advisory Group, LLC is based in Boston, MA and has been SEC-registered since 2017.

Does Winthrop Advisory Group, LLC disclose fund performance?

Winthrop Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address321 Columbus Ave, 3rd Fl, Boston, MA 02116-5168
Phone617-530-1010
Fax857-265-2382
Office hours8:30a.m. - 5:30p.m.
SEC regionBoston Regional Office (BRO)
CIK1739043
Discloses disciplinary historyNo

Assets under management

Discretionary$2.58B
Non-discretionary$23.6M
Total (RAUM)$2.6B