Whitney And Associates, Incorporated
Whitney And Associates, Incorporated (CRD# 122634) is a financial advisory firm headquartered in , . They manage $17,903,547 in 226 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts226ACCOUNTS
Average Account Value$79,219
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Robert Whitney (CRD# 2483638) is an Investment Advisor Representative working at Whitney And Associates, Incorporated in Goshen, IN and has over 22 years of experience in the finance industry.