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WHISTON ASSET MANAGEMENT
WHISTON ASSET MANAGEMENT GROUP, INC
CRD 118691
445 PARK AVE., 9TH FLOOR, NEW YORK CITY, NY, 10022, United States
Phone
212-717-0557
Fax
877-412-9060
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$21.0M
Team
1 total employees; 1 advisory reps; 11 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $979K |
| High net worth individuals | 6 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD