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Milbank Winthrop & Co. (New York)


Milbank Winthrop & Co. is a large advisory firm based in New York. It manages $556.53 million of regulatory assets for 188 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, Massachusetts, and New York.

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Milbank Winthrop & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Milbank Winthrop &: assets under management

The assets under management (AUM) of Milbank Winthrop & Co. is $556.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $556.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.96 million each.
Milbank Winthrop & has custody of $9.04 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Milbank Winthrop & Co. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Milbank Winthrop & Co. performs its advisory services is located at 654 Madison Ave, New York, NY 10065 8431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-980-2500 or by fax 212-980-2510. The normal business hours are 9:00 am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.milbankwinthrop.com.


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