WINTHROP PARTNERS - WNY, LLC
CRD #282100 SEC #801-106948 BUFFALO, NY 716-322-7478
SEC Registered
Total AUM
$167.9M
Discretionary
$165.9M
Employees
4
Clients
0
Accounts
284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $167.9M | $165.9M | $1.9M | 4 | 0 |
| Mar 2025 | $167.9M | $165.9M | $1.9M | 4 | 0 |
| Mar 2024 | $148.1M | $146.1M | $2M | 4 | 0 |
| Mar 2023 | $133.1M | $130.5M | $2.7M | 4 | 0 |
| Jun 2022 | $152.2M | $149.2M | $2.9M | 4 | 0 |
| May 2022 | $152.2M | $149.2M | $2.9M | 4 | 0 |
| Mar 2022 | $152.2M | $149.2M | $2.9M | 4 | 0 |
| Apr 2021 | $121.2M | $118.5M | $2.7M | 4 | 0 |
| Mar 2021 | $121.2M | $118.5M | $2.7M | 4 | 0 |
| Jul 2020 | $126.5M | $123.7M | $2.7M | 4 | 0 |
| Jun 2020 | $126.5M | $123.7M | $2.7M | 4 | 0 |
| Jun 2020 | $126.5M | $123.7M | $2.7M | 4 | 0 |
| Mar 2020 | $126.5M | $123.7M | $2.7M | 4 | 0 |
| Feb 2019 | $107M | $102.9M | $4.1M | 4 | 0 |
| Jun 2018 | $114.9M | $111.2M | $3.6M | 4 | 2 |
| May 2018 | $114.9M | $111.2M | $3.6M | 4 | 2 |
| Jan 2018 | $114.9M | $111.2M | $3.6M | 4 | 2 |
| Aug 2017 | $154.6M | $146.9M | $7.7M | 4 | 1 |
| Aug 2017 | $154.6M | $146.9M | $7.7M | 4 | 1 |
| Jul 2017 | $154.6M | $146.9M | $7.7M | 4 | 1 |
| Jul 2017 | $176.3M | $168.6M | $7.7M | 4 | 1 |
| Jul 2017 | $176.3M | $168.6M | $7.7M | 2 | 300 |
| Mar 2017 | $0 | $0 | $0 | 0 | 0 |
| Oct 2016 | $0 | $0 | $0 | 0 | 0 |
| Aug 2016 | $0 | $0 | $0 | 0 | 0 |
| Jun 2016 | $0 | $0 | $0 | 0 | 0 |
| Apr 2016 | $0 | $0 | $0 | 0 | 0 |
| Feb 2016 | $0 | $0 | $0 | 0 | 0 |
| Dec 2015 | $0 | $0 | $0 | 0 | 0 |
| Nov 2015 | $0 | $0 | $0 | 0 | 0 |
DateSep 2025
Total AUM$167.9M
Discretionary$165.9M
Non-Disc.$1.9M
Employees4
Clients0
DateMar 2025
Total AUM$167.9M
Discretionary$165.9M
Non-Disc.$1.9M
Employees4
Clients0
DateMar 2024
Total AUM$148.1M
Discretionary$146.1M
Non-Disc.$2M
Employees4
Clients0
DateMar 2023
Total AUM$133.1M
Discretionary$130.5M
Non-Disc.$2.7M
Employees4
Clients0
DateJun 2022
Total AUM$152.2M
Discretionary$149.2M
Non-Disc.$2.9M
Employees4
Clients0
DateMay 2022
Total AUM$152.2M
Discretionary$149.2M
Non-Disc.$2.9M
Employees4
Clients0
DateMar 2022
Total AUM$152.2M
Discretionary$149.2M
Non-Disc.$2.9M
Employees4
Clients0
DateApr 2021
Total AUM$121.2M
Discretionary$118.5M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2021
Total AUM$121.2M
Discretionary$118.5M
Non-Disc.$2.7M
Employees4
Clients0
DateJul 2020
Total AUM$126.5M
Discretionary$123.7M
Non-Disc.$2.7M
Employees4
Clients0
DateJun 2020
Total AUM$126.5M
Discretionary$123.7M
Non-Disc.$2.7M
Employees4
Clients0
DateJun 2020
Total AUM$126.5M
Discretionary$123.7M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2020
Total AUM$126.5M
Discretionary$123.7M
Non-Disc.$2.7M
Employees4
Clients0
DateFeb 2019
Total AUM$107M
Discretionary$102.9M
Non-Disc.$4.1M
Employees4
Clients0
DateJun 2018
Total AUM$114.9M
Discretionary$111.2M
Non-Disc.$3.6M
Employees4
Clients2
DateMay 2018
Total AUM$114.9M
Discretionary$111.2M
Non-Disc.$3.6M
Employees4
Clients2
DateJan 2018
Total AUM$114.9M
Discretionary$111.2M
Non-Disc.$3.6M
Employees4
Clients2
DateAug 2017
Total AUM$154.6M
Discretionary$146.9M
Non-Disc.$7.7M
Employees4
Clients1
DateAug 2017
Total AUM$154.6M
Discretionary$146.9M
Non-Disc.$7.7M
Employees4
Clients1
DateJul 2017
Total AUM$154.6M
Discretionary$146.9M
Non-Disc.$7.7M
Employees4
Clients1
DateJul 2017
Total AUM$176.3M
Discretionary$168.6M
Non-Disc.$7.7M
Employees4
Clients1
DateJul 2017
Total AUM$176.3M
Discretionary$168.6M
Non-Disc.$7.7M
Employees2
Clients300
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0