Whitney & Company
Whitney & Company (CRD# 117307) is a financial advisory firm headquartered in Rochester, NY. They manage $342,145,522 in 341 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management342MILLION
Total Number of Accounts341ACCOUNTS
Average Account Value$1,003,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
FL, NY, TX
William Shaheen (CRD# 4446365) is an Investment Advisor Representative working at Whitney & Company in Rochester, NY and has 1 year of experience in the finance industry.