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WHITNEY & COMPANY
959 Panorama Trail S
Suite 190
Rochester, New York 14625
Tel: 585-232-6200
About WHITNEY & COMPANY
WHITNEY & COMPANY, formally registered with the SEC as WHITNEY & COMPANY. The firm was established in 10/15/2001. They have over 1 offices throughout the country.
WHITNEY & COMPANY is a Rochester, New York based Financial Planning firm with nearly $1,017,218,031 assets under management, offering retirement planning & investment advisory services to 1625 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117307 |
| SEC# | 801-60710 |
| Assets Managed by Firm | $1,017,218,031 |
| No. of Clients | 1625 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1625 | $1,017,218,031 |
| Individuals (other than high net worth individuals) | 462 | $306,163,245 |
| High net worth individuals | 182 | $711,054,786 |
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