1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WHITWELL ADVISORS

Map pin
Phone512-766-7775
NotebookSEC #801-131151
Total AUM
$116.8M
Employees
9
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 - 17:00
Monday - Friday
Phone
512-766-7775
Other Offices
5

ReceiptFinancials

Total AUM
$116.8M
Accounts
489
Discretionary
$116.8M
Accounts
489
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
256
AUM
$48.2M
HNW Individual Clients
56
AUM
$52M
Pension/Profit Sharing Plan Clients
6
AUM
$3.9M
Charitable Organization Clients
2
AUM
$9.2M
Corporation or Business Clients
17
AUM
$3.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLHILAMNNVNYTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account