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Building 2W.G. SHAHEEN & ASSOCIATES, LTD. DBA WHITNEY & COMPANY

Map pinROCHESTER, NY
Phone716-232-6200
NotebookSEC #801-15451
Total AUM
$29.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 ALEXANDER STREET
ROCHESTER
NY 14580
USA
Operating Hours
9:00A.M - 5:00P.M
Monday - Friday
Phone
716-232-6200

ReceiptFinancials

Total AUM
$29.1M
Accounts
64
Discretionary
$28.6M
Accounts
63
Non-Discretionary
$511.9K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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