W.G.SHAHEEN & ASSOCIATES,LTD.
Doing business as WHITNEY & COMPANY. SEC Form ADV profile.
Total regulatory AUM
$1,490,490,730
Discretionary
$1,490,490,730
Non-discretionary
$0
Firm details
- CRD number
- 117307
- SEC file number
- 801-60710
- Main office
- ROCHESTER, NY, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.