LP Profile

Whitney & Company

Also known as whitney and

Wealth ManagerRochester, United StatesFounded 1975
Rochester
Headquarters
Investment Focus

About Whitney & Company

Whitney & Company is a wealth manager based in Rochester, US. Founded in 1975.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Whitney & Company from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.5B
Total Clients
1,885
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Whitney & Company across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Whitney & Company?

Whitney & Company is a wealth manager based in Rochester, United States.

Where is Whitney & Company headquartered?

Whitney & Company is headquartered in Rochester, United States.

When was Whitney & Company founded?

Whitney & Company was founded in 1975.

How can I contact Whitney & Company?

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