DAS-WFI INC.
Legal name: WINTHROP FINANCIAL, INC.
CRD #158852 SEC #801-72751 BUFFALO, NY 716-566-6540
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
51
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2017 | $176.3M | $168.6M | $7.7M | 2 | 300 |
| Mar 2017 | $184.3M | $176.8M | $7.5M | 4 | 400 |
| Oct 2016 | $184.3M | $176.8M | $7.5M | 4 | 400 |
| Sep 2015 | $189.4M | $180.2M | $9.2M | 4 | 400 |
| Aug 2014 | $193.6M | $180.1M | $13.5M | 4 | 400 |
| Dec 2013 | $177.8M | $162.5M | $15.2M | 4 | 400 |
| Sep 2013 | $177.8M | $162.5M | $15.2M | 4 | 400 |
| Dec 2012 | $154.9M | $142.6M | $12.3M | 4 | 400 |
| Aug 2012 | $154.9M | $142.6M | $12.3M | 1 | 400 |
| Mar 2012 | $144.8M | $132M | $12.8M | 1 | 400 |
| Feb 2012 | $144.8M | $132M | $12.8M | 1 | 400 |
DateJul 2017
Total AUM$176.3M
Discretionary$168.6M
Non-Disc.$7.7M
Employees2
Clients300
DateMar 2017
Total AUM$184.3M
Discretionary$176.8M
Non-Disc.$7.5M
Employees4
Clients400
DateOct 2016
Total AUM$184.3M
Discretionary$176.8M
Non-Disc.$7.5M
Employees4
Clients400
DateSep 2015
Total AUM$189.4M
Discretionary$180.2M
Non-Disc.$9.2M
Employees4
Clients400
DateAug 2014
Total AUM$193.6M
Discretionary$180.1M
Non-Disc.$13.5M
Employees4
Clients400
DateDec 2013
Total AUM$177.8M
Discretionary$162.5M
Non-Disc.$15.2M
Employees4
Clients400
DateSep 2013
Total AUM$177.8M
Discretionary$162.5M
Non-Disc.$15.2M
Employees4
Clients400
DateDec 2012
Total AUM$154.9M
Discretionary$142.6M
Non-Disc.$12.3M
Employees4
Clients400
DateAug 2012
Total AUM$154.9M
Discretionary$142.6M
Non-Disc.$12.3M
Employees1
Clients400
DateMar 2012
Total AUM$144.8M
Discretionary$132M
Non-Disc.$12.8M
Employees1
Clients400
DateFeb 2012
Total AUM$144.8M
Discretionary$132M
Non-Disc.$12.8M
Employees1
Clients400