TrueAdvisor
TrueAdvisor
AC
CFA
AC
CFA

Adam C Coons

Winthrop Capital Management
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Winthrop Capital Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
517 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$500K

Location

10201 N, Illinois Street, Suite 275, Carmel, IN, 46290

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Winthrop Capital Management
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Sanctuary Advisors, LLC
July 2019 - March 2020 · 8 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.