Douglass Winthrop Advisors

Trust Score 97%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Douglass Winthrop Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 2 advisors. Douglass Winthrop Advisors manages $2.4 billion and provides investment advisory services for 853 clients (1:427 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,840,432
Hybrid Advisor No
Disciplinary History No
Total AUM $2.4 billion
Advisor / Client Ratio 1:427
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 108680)
State(s) Registered AZ, CA, CO, CT, DE, DC, FL, GA, ME, MD, MA, MO, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VT, VA, WA

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