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Building 2WHITENER CAPITAL MANAGEMENT, INC

Map pinROCKY MOUNT, NC
Phone252-972-8909
NotebookSEC #801-31219
Total AUM
$598.5M
Employees
9
Clients
851

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3993 SUNSET AVENUE
ROCKY MOUNT
NC 27804
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
252-972-8909
Other Offices
2

ReceiptFinancials

Total AUM
$598.5M
Accounts
1,628
Discretionary
$566.3M
Accounts
1,572
Non-Discretionary
$32.2M
Accounts
56

ContactClients

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Individual Clients
563
AUM
$137.9M
HNW Individual Clients
237
AUM
$386.8M
Pension/Profit Sharing Plan Clients
25
AUM
$50M
Charitable Organization Clients
4
AUM
$4.6M
Corporation or Business Clients
4
AUM
$6.8M
Other Clients
18
AUM
$12.3M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMDNCNYRISCTXVAWV

HandshakeAffiliates

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

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