Overview
Assets Under Management: $1.0 billion
Headquarters: OAK BROOK, IL
High-Net-Worth Clients: 264
Average Client Assets: $3.7 million
Frequently Asked Questions
WHITNELL & CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104633), WHITNELL & CO is subject to fiduciary duty under federal law.
WHITNELL & CO is headquartered in OAK BROOK, IL.
WHITNELL & CO serves 264 high-net-worth clients according to their SEC filing dated June 20, 2018. View client details ↓
According to their SEC Form ADV, WHITNELL & CO offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WHITNELL & CO manages $1.0 billion in client assets according to their SEC filing dated June 20, 2018.
According to their SEC Form ADV, WHITNELL & CO serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 264
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.46%
Average Client Assets: $3.7 million
Total Client Accounts: 1,457
Discretionary Accounts: 1,355
Non-Discretionary Accounts: 102
Regulatory Filings
CRD Number: 104633
Filing ID: 1225219
Last Filing Date: 2018-06-20 15:56:00