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

Building 2WHITNEY & COMPANY

Map pinROCHESTER, NY
Phone585-232-6200
NotebookSEC #801-60710
Total AUM
$1.5B
Employees
12
Clients
739

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
959 PANORAMA TRAIL S
SUITE 190
ROCHESTER
NY 14625
United States
Operating Hours
9:00 - 4:00
Monday - Friday
Phone
585-232-6200

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,885
Discretionary
$1.5B
Accounts
1,885
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
530
AUM
$450.5M
HNW Individual Clients
209
AUM
$1B

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGALAMAMDNCNJNYOHPATXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account