Freddy Lavric
Investment adviser representative at Winthrop Capital Management
10 yearsExperience
1 stateRegistered in
CFADesignation
$4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Winthrop Capital ManagementJun 2017 to now
- Depauw UniversityJun 2016 to Jun 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Winthrop Capital Management
Legal name: Winthrop Capital Management, LLC
$4BAssets managed
529Clients
4Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7061984
- Firm CRD
- 145216