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WHITNEY & COMPANY
W.G.SHAHEEN & ASSOCIATES,LTD.
CRD 117307 · SEC 801-60710
959 PANORAMA TRAIL S, SUITE 190, ROCHESTER, NY, 14625, United States
Phone
585-232-6200
Fax
585-232-5698
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.49B
Team
12 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 530 | $450.5M |
| High net worth individuals | 209 | $1.04B |
States served
AZ, CA, GA, LA, MD, MA, NJ, NY, NC, OH, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD