WINTHROP ADVISORY GROUP, LLC
Legal name: WINTHROP WEALTH
CRD #288178 SEC #801-110461 BOSTON, MA 617-530-1010
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
36
Clients
101
Accounts
3,872
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 6, 2025
- Branch Offices
- 17
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| BANCHICK, MICHAEL, G. | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MURPHY, ANDREW, JOSEPH | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| SLAUGHTER, HARVEY, ALAN | I | DIRECTOR OF OPERATIONS AND CLIENT SERVICE, EXECUTIVE | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ST. ONGE, PPC, RICHARD, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, LUCAS, ALEXANDER | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF OPERATING OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MAX, GUSTAV | I | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | NA | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER | D | Control |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP FAMILY IRREVOCABLE TRUST | DE | TRUST (CLASS B) | C | |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, AIF, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, EARL, BRYAN | I | MANAGING MEMBER (CLASS A), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| WINTHROP, MARK, STEVEN | I | MANAGING MEMBER (CLASS A AND B), ELECTED MANAGER | C | Control |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B | |
| LPL CAPITAL PARTNERS, INC. | DE | MEMBER (CLASS C) | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, LUCAS, ALEXANDER | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F | |
| WINTHROP, MAX, GUSTAV | I | WINTHROP FAMILY IRREVOCABLE TRUST | F |
Registrations
Federal
IA
Dec 6, 2025 REGISTERED
Notice Filings (26)
AZ CA CO CT FL GA IL MA ME MI MN NC NH NJ NY OH OR PA RI SC TN TX UT VA VT WA
Address
321 COLUMBUS AVE3RD FL
BOSTON, MA 02116-5168
United States
Phone: 617-530-1010