Whitehall Financial Services, Inc.
Whitehall Financial Services, Inc. (CRD# 141486) is a financial advisory firm headquartered in Cincinnati, OH. They manage $5,656,577 in 120 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts120ACCOUNTS
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Average Account Value$47,138
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
IN, KY, OH, TX
Financial Advisors at Whitehall Financial Services, Inc.
1
John Gagnet (CRD# 1653717) is an Investment Advisor Representative working at Whitehall Financial Services, Inc. in Cincinnati, OH and has over 30 years of experience in the finance industry.
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