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WHITNEY & COMPANY

Tel: 585-232-6200
959 Panorama Trail S
Suite 190
Rochester, New York  14625

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WHITNEY & COMPANY

WHITNEY & COMPANY is a Rochester, New York based financial advisory firm with nearly $1,017,218,031 in assets under management and provides investment advisory services for 1625 clients. There are currently 12 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

117307

SEC#:

801-60710

No. of Clients:

1625

Assets under Management

$1,017,218,031

No. of Advisors:

12

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