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WHITFILL INVESTMENT MANAGEMENT, LLC
CRD 128668
1408 STONEHOLLOW DR, SUITE A-400, KINGWOOD, TX, 77339, United States
Phone
281-812-4555
Fax
281-749-8103
Registration
— (—)
Source
State registered
Total AUM
$4.9M
Discretionary AUM
$4.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.6M |
Official SEC filing: View on IAPD