Whitney And Associates, Incorporated

Whitney And Associates, Incorporated (CRD# 122634) is a financial advisory firm headquartered in , . They manage $25,578,085 in 189 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $135,334
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AZ, IN

Financial Advisors at Whitney And Associates, Incorporated
Showing 1 - 1 of 1 top financial advisors.
1
Robert Whitney, financial advisor Prescott AZ
Robert L. Whitney
CRD#: 2483638
Prescott, AZ

Robert Whitney (CRD# 2483638) is an Investment Advisor Representative working at Whitney And Associates, Incorporated in Prescott, AZ 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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