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Kranz Richard Winthrop (Sugar Land)


Kranz Richard Winthrop is a large advisory firm based in Sugar Land. It manages $103.36 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2001.

Kranz Richard Winthrop provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kranz Richard Winthrop: assets under management

The assets under management (AUM) of Kranz Richard Winthrop is $103.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 232% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $103.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $402.19 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kranz Richard Winthrop 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.

Based in Sugar Land

The principal office where Kranz Richard Winthrop performs its advisory services is located at 2245 Texas Drive, Suite 300, Sugar Land, TX 77479, 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 281-494-1919 or by fax 281-242-8219. The normal business hours are by appointment only on Other.


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