Whitfill Investment Management, LLC

Whitfill Investment Management, LLC (CRD# 128668) is a financial advisory firm headquartered in Kingwood, TX. They manage $4,515,832 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Whitfill Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Gerald R. Whitfill
CRD#: 2573863
1408 Stonehollow Dr, Suite A-400, Kingwood, TX 77339

Gerald Whitfill (CRD# 2573863) is an Investment Advisor Representative working at Whitfill Investment Management, LLC in Kingwood, TX and has over 21 years of experience in the finance industry.

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