Winthrop Partners - EPA LLC
Legal Name: WINTHROP PARTNERS - EPA, LLC
Full Contact Details
Winthrop Partners - EPA LLC
835 WASHINGTON STREET, SUITE 118, BUFFALO, NY
716-322-7478
Other Info
Winthrop Partners - EPA LLC, which is legally known as WINTHROP PARTNERS - EPA, LLC, is a Pennsylvania-based Limited Liability Company with 3 employees, 2 of whom serve in advisory roles. The firm's number of clients remains unknown. Listed as approved by the U.S. Securities and Exchange Commission, its registration date was November 24, 2015.
Winthrop Partners | Fiduciary Financial Advisors & Wealth Management
Winthrop Partners, founded in 2015, is a fee-only fiduciary operating as a registered financial advisor in Buffalo, Pittsburgh and Philadelphia. We specialize in wealth management and financial planning.
Direct Owners
-
DEBORAH ANN STAURING
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ROBERT BRIAN WERNER
CO-MANAGING MEMBER AND CIO owns more than 50% but less than 75%
-
THOMAS JOHN SAUNDERS
CO-MANAGING MEMBER & COO owns more than 50% but less than 75%