Advisers in Orchard, NY

3 advisers in Orchard — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Winthrop Partners - Epa, LLC21 Princeton Place, Suite 230 · Orchard, NY 14127 · (716) 508-8178 · Financial planningCRD 282098 · % of assets, Hourly charges, Fixed fees · $82.2 million AUMSEC registeredNo commissions reported Winthrop Partners - Wny, LLC21 Princeton Place, Suite 230 · Orchard, NY 14127 · (716) 508-8178 · Financial planningCRD 282100 · % of assets, Hourly charges, Fixed fees · $186.2 million AUMSEC registeredNo commissions reported Winthrop Partners - Wpa, LLC21 Princeton Place, Suite 230 · Orchard, NY 14127 · (716) 508-8178 · Financial planningCRD 282102 · % of assets, Hourly charges, Fixed fees · $44.1 million AUMSEC registeredNo commissions reported

Talking to advisers in Orchard? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.