Keith
Hanson

Winthrop Capital Management

CRD#7669372
Investment Advisor
in Indianapolis, IN

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About this Advisor

Keith Hanson is a chartered financial analyst who works out of Indianapolis, Indiana with 1 year of relevant experience. Hanson is an advisor for Winthrop Capital Management. Throughout their career, Hanson has worked at Winthrop Capital Management and State Teachers Retirement System Of Ohio. Hanson is registered to serve investors in Indiana and Ohio. Winthrop Capital Management is an advisory company based out of Indianapolis, IN. It has $3 billion in assets under management among its 751 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 15 charitable organizations. Of its 751 customer accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Winthrop Capital Management provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Winthrop Capital Management most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10201 N Illinois Street Suite 275
Indianapolis, IN 46290

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Winthrop Capital Management Brokerage Details

Total Assets Under Management

$2,833,486,915

IN Average: $1,347,246,178
Total Number of Employees

26

IN Average: 46
Total Number of Accounts

751

IN Average: 1,775
Average Account Size

$3,772,952

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Keith Hanson Work History

Keith has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Winthrop Capital Management

2008 - 2020 (12 years)

State Teachers Retirement System Of Ohio

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keith Hanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Winthrop Capital Management

Sterling Stone
Indianapolis, IN
Lance Bertsch
Indianapolis, IN
Adam Coons
Indianapolis, IN
Keith Hanson
Indianapolis, IN
Gregory Hahn
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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