Whitney & Company, NY — Investment Adviser | BuildTrust

WHITNEY & COMPANY

Investment AdviceROCHESTER, NYActive

Assets Under Management

$1.2B

Total AUM

Donut chart: Discretionary 1.1B, Non-Discretionary 87.5M
Category	Value
Discretionary	1.1B
Non-Discretionary	87.5M

Adviser Information

Field	Value
CRD Number	117307
SEC Number	801-60710
Street Address	959 PANORAMA TRAIL S
Street Address 2	SUITE 190
Location	ROCHESTER, NY 14625
Country	United States
Phone	585-232-6200
Fax	585-232-5698
Total Employees	12

Client Count by Type (683 Total)

Horizontal bar chart: Individuals (other than H… 501, High Net Worth Individual… 182
Category	Value
Individuals (other than H…	501
High Net Worth Individual…	182