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).
Total Assets Under Management6MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$47,138
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN, KY, OH, TX
John Gagnet (CRD# 1653717) is an Investment Advisor Representative working at Whitehall Financial Services, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry.