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WHITENER CAPITAL MANAGEMENT, INC
3993 Sunset Avenue
Rocky Mount, North Carolina 27804
Tel: 252-972-8909
About WHITENER CAPITAL MANAGEMENT, INC
WHITENER CAPITAL MANAGEMENT, INC, formally registered with the SEC as WHITENER CAPITAL MANAGEMENT, INC. The firm was established in 12/31/1987. They have over 3 offices throughout the country.
WHITENER CAPITAL MANAGEMENT, INC is a Rocky Mount, North Carolina based Financial Planning firm with nearly $409,230,584 assets under management, offering retirement planning & investment advisory services to 1284 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106865 |
| SEC# | 801-31219 |
| Assets Managed by Firm | $409,230,584 |
| No. of Clients | 1284 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1284 | $409,230,584 |
| Individuals (other than high net worth individuals) | 583 | $117,867,612 |
| High net worth individuals | 132 | $228,825,514 |
| Pension and profit sharing plans | 15 | $39,434,079 |
| Charitable organizations | 3 | $3,449,089 |
| Corporations or other businesses | 4 | $7,729,704 |
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