Whiston Asset Management

Whiston Asset Management (CRD# 118691) is a financial advisory firm headquartered in New York, NY. They manage $20,630,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
445 Park Ave., 9th Floor, New York, NY 10022
https://www.whistonassetmanagement.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $573,056
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Whiston Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Stephanie Whiston, financial advisor New York NY
Stephanie C. Whiston
CRD#: 1592958
445 Park Ave., 9th Floor, New York, NY 10022

Stephanie Whiston (CRD# 1592958) is an Investment Advisor Representative working at Whiston Asset Management in New York, NY and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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