John Winthrop & Company, Inc. is a large advisory firm based in Charleston. It manages $88.19 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of South Carolina.
John Winthrop & Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of John Winthrop & Company, Inc. is $88.19 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay John Winthrop & Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Winthrop has been acting as President since 1 Apr 1988. Mary H. Howell joined the executive team most recently as the Chief Compliance Officer.
The principal office where John Winthrop & Company, Inc. performs its advisory services is located at One North Adger's Wharf, Charleston, SC 29401 The mailing address of the firm is P.O. Box 22527, Charleston, SC 29413 2527. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 843-722-2228 or by fax 843-722-8367. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.