WHITNEY & COMPANY
Tel: 585-232-6200 959 Panorama Trail S Suite 190 Rochester, New York 14625
About WHITNEY & COMPANY
WHITNEY & COMPANY is a Rochester, New York based financial advisory firm with nearly $1,017,218,031 in assets under management and provides investment advisory services for 1625 clients. There are currently 12 financial advisors at the firm.
General Information
Firm CRD#:
117307
Firm SEC#:
801-60710
Assets Under Management:
$1,017,218,031
No. of Clients:
1625
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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