Winthrop Advisory Group LLC

Winthrop Advisory Group LLC, legally known as WINTHROP ADVISORY GROUP, LLC, is a Delaware-based Limited Liability Company with 19 employees, 13 of whom work in advisory roles. Although the number of clients it serves is unknown, the firm's SEC status is listed as Approved, with a registration date of April 28, 2017.

• LUCAS ALEXANDER WINTHROP

  CHIEF OPERATING OFFICER owns less than 5%

• MARK STEVEN WINTHROP

  MANAGING MEMBER owns more than 50% but less than 75%

• MAX GUSTAV WINTHROP

  CHIEF EXECUTIVE OFFICER owns less than 5%

• MICHAEL G. BANCHICK

  CHIEF TECHNOLOGY OFFICER owns less than 5%

• ST. ONGE, PPC, RICHARD, CHARLES

  CHIEF COMPLIANCE OFFICER owns less than 5%

• WINTHROP, AIF, EARL, BRYAN

  MANAGING MEMBER owns more than 25% but less than 50%

• Newfound Research LLC
• Cadence Capital Management LLC
• North RUN Capital LP
• LPL Financial LLC
• Daintree Advisors LLC
• Breckinridge Capital Advisors Inc
• Windham Capital Management LLC
• Omega Fund Management LLC
• MFN Partners Management LP
• Single Point Partners LLC

• Navigating the Market Waves: Key Strategies from Winthrop Advisory's Recent Holdings Shift
• Winthrop Advisory Group LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Winthrop Advisory Group's Q1 2023 13F Filings Shows ETF and Large-cap Focus, Vanguard Dominates the Fund's ETF Holdings