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Whitney & Company

EST. AUM
$1,490,490,730

CONTACTS
2

CLIENT ACCOUNTS
1,885

Firm Details

Metro area Rochester
CRD Number 117307
Website whitneyandcompany.com
Client types

Overview

Founded in 1975, Whitney & Company is a Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. Its strictly fee-based model frees it from the pressure of product sales, ensuring that the only thing driving its advice is a pure commitment to its clients. Everything it does springs from a genuine caring for them. Although it primarily provides investment management services, its holistic approach to clients’ financial lives also covers retirement planning, Social Security maximization, Medicare options, estate planning, insurance evaluation, and other financial situations that arise.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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