SEC Form ADV · CIK 1577001

WHITNEY & COMPANY

Registered Investment AdviserNY
$1.5B
Assets Under Management
1,885
Total Clients
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Registration Details

CIK
1577001
Accession
CRD-117307
Location
ROCHESTER, NY
Filing Date
March 27, 2026
AUM
$1.5B
Total Clients
1,885
Amendment
No

About this Adviser

WHITNEY & COMPANY is a registered investment adviser headquartered in ROCHESTER, NY, managing approximately $1.5B in assets across 1,885 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.