Whitfill Investment Management, LLC

Whitfill Investment Management, LLC (CRD# 128668) is a financial advisory firm headquartered in Kingwood, TX. They manage $4,445,131 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1408 Stonehollow Dr, Suite A-400, Kingwood, TX 77339
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $158,755
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Whitfill Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gerald Whitfill, financial advisor Kingwood TX
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 29 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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