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WHITNEY FINANCIAL STRATEGIES, LLC
WHITNEY FINANCIAL STRATEGIES LLC
CRD 174946
8000 INTERSTATE HW 10 WEST, STE 1500, SAN ANTONIO, TX, 78230, United States
Phone
210-524-7763
Fax
210-524-7764
Registration
— (—)
Source
State registered
Total AUM
$11.3M
Discretionary AUM
$11.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2022-04-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $7.6M |
| High net worth individuals | 70 | $3.7M |
All web addresses on file
Official SEC filing: View on IAPD