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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $79,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
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.

AZ, IN

Financial Advisors at Whitney And Associates, Incorporated
Showing 1 - 1 of 1 top financial advisors.
1
Robert L. Whitney
CRD#: 2483638
Goshen, IN
93
Wealthminder
score

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.

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