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.
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.
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 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. 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.
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.