Winthrop Capital Advisors LLC
Legal Name: WINTHROP CAPITAL ADVISORS, LLC
Full Contact Details
Winthrop Capital Advisors LLC
7 BULFINCH PLACE, SUITE 500, BOSTON, MA
617-570-4600
617-742-4641
Other Info
Winthrop Capital Advisors, LLC is a Delaware based firm with 33 employees, two of whom work as advisors. Though the number of clients it serves is unknown, the firm's SEC status is currently listed as approved since its registration in July 2018.
Direct Owners
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ERIC MONTAGUE
CHIEF FINANCIAL OFFICER owns less than 5%
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JOHN GARILLI
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHAEL LEE ASHNER
CHIEF EXECUTIVE OFFICER owns less than 5%
-
WEM-WCP LLC
MEMBER owns 75% or more
Custodians
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J.P. MORGAN SECURITIES LLC
United States -
KEY BANK NA
United States