Whitnell & Co

Trust Score 92%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Whitnell & Co, federally registered in 1990, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 12 advisors. Whitnell & Co manages $940.3 million and provides investment advisory services for 329 clients (1:28 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,858,056
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $940.3 million
Advisor / Client Ratio 1:28
Headquarters Oak Brook, IL
SEC Filings Forms and Brochures    (CRD # 104633)
State(s) Registered CA, CO, FL, IL, IN, IA, LA, MD, MN, MO, NY, NC, SC, TX, WA, WI

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