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WHITNELL & CO
OAK BROOK, IL
630-575-2300
SEC #801-36433Total AUM
$1.2B
Employees
25Clients
316Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
701 HARGER ROAD
SUITE 190
OAK BROOK
IL 60523-1489
United States
SUITE 190
OAK BROOK
IL 60523-1489
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Monday - Friday
Phone
630-575-2300
Financials
Total AUM
$1.2B
Accounts
1,418Discretionary
$1.1B
Accounts
1,364Non-Discretionary
$60M
Accounts
54
Clients
Individual Clients
207AUM
$331.5M
HNW Individual Clients
102AUM
$810.4M
Charitable Organization Clients
6AUM
$24.1M
Corporation or Business Clients
1AUM
$1.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CACOFLIAILINLAMDMNMONCNYSCTXWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.