WHITNELL & CO
CRD #104633 SEC #801-36433 OAK BROOK, IL 630-575-2300
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
25
Clients
101
Accounts
1,418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $1.2B | $1.1B | $60M | 25 | 0 |
| Oct 2020 | $1.2B | $1.1B | $60M | 25 | 0 |
| Aug 2020 | $1.2B | $1.1B | $60M | 25 | 0 |
| Jul 2020 | $1.2B | $1.1B | $60M | 25 | 0 |
| Jun 2020 | $1.2B | $1.1B | $60M | 25 | 0 |
| Jun 2020 | $1.2B | $1.1B | $60M | 25 | 0 |
| May 2020 | $1.2B | $1.1B | $60M | 25 | 0 |
| Mar 2020 | $1.2B | $1.1B | $60M | 25 | 0 |
| Jun 2019 | $940.3M | $858.4M | $81.9M | 25 | 0 |
| Mar 2019 | $940.3M | $858.4M | $81.9M | 25 | 0 |
| Feb 2019 | $1B | $922.9M | $123.8M | 26 | 0 |
| Feb 2019 | $1B | $922.9M | $123.8M | 26 | 0 |
| Jan 2019 | $1B | $922.9M | $123.8M | 26 | 0 |
| Jul 2018 | $1B | $922.9M | $123.8M | 26 | 0 |
| Jun 2018 | $1B | $922.9M | $123.8M | 26 | 0 |
| May 2018 | $1B | $922.9M | $123.8M | 26 | 0 |
| May 2018 | $1B | $922.9M | $123.8M | 26 | 0 |
| Apr 2018 | $1B | $922.9M | $123.8M | 26 | 0 |
| Mar 2018 | $1B | $922.9M | $123.8M | 26 | 0 |
| Mar 2018 | $940.4M | $821.1M | $119.3M | 25 | 0 |
| Nov 2017 | $940.4M | $821.1M | $119.3M | 25 | 0 |
| Oct 2017 | $940.4M | $821.1M | $119.3M | 25 | 0 |
| Aug 2017 | $940.4M | $821.1M | $119.3M | 25 | 400 |
| Mar 2017 | $940.4M | $821.1M | $119.3M | 25 | 400 |
| Dec 2016 | $1.1B | $823.7M | $287.6M | 27 | 500 |
| Mar 2016 | $1.2B | $1B | $109.5M | 27 | 500 |
| Jan 2016 | $1.2B | $1.1B | $128.2M | 29 | 400 |
| Mar 2015 | $1.2B | $1.1B | $128.2M | 29 | 400 |
| Mar 2015 | $1.2B | $1.1B | $128.2M | 29 | 400 |
| Mar 2014 | $1.1B | $968.3M | $178M | 26 | 400 |
| Nov 2013 | $1B | $879.3M | $165.9M | 28 | 400 |
| Mar 2013 | $1B | $879.3M | $165.9M | 28 | 400 |
| Sep 2012 | $1B | $832.8M | $182.2M | 11 | 400 |
| Mar 2012 | $997.4M | $797.6M | $199.8M | 11 | 400 |
| Dec 2011 | $802.8M | $608.5M | $194.3M | 11 | 400 |
| Nov 2011 | $802.8M | $608.5M | $194.3M | 11 | 251 |
| Jun 2011 | $802.8M | $608.5M | $194.3M | -- | -- |
| Mar 2010 | $806.6M | $494.4M | $312.2M | -- | -- |
| Mar 2009 | $676.3M | $399.9M | $276.4M | -- | -- |
| Mar 2008 | $747.7M | $372.1M | $375.6M | -- | -- |
| Mar 2007 | $382.1M | $363.1M | $19M | -- | -- |
| Mar 2006 | $230.6M | $211.6M | $19M | 5 | -- |
| Dec 2005 | $104.1M | $75.3M | $28.9M | 5 | -- |
| May 2005 | $104.1M | $75.3M | $28.9M | 5 | -- |
| Mar 2004 | $91.5M | $71.2M | $20.4M | 5 | -- |
| Mar 2002 | $104.5M | $96.9M | $7.6M | 10 | -- |
DateMar 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$60M
Employees25
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$60M
Employees25
Clients0
DateAug 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$60M
Employees25
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$60M
Employees25
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$60M
Employees25
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$60M
Employees25
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$60M
Employees25
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$60M
Employees25
Clients0
DateJun 2019
Total AUM$940.3M
Discretionary$858.4M
Non-Disc.$81.9M
Employees25
Clients0
DateMar 2019
Total AUM$940.3M
Discretionary$858.4M
Non-Disc.$81.9M
Employees25
Clients0
DateFeb 2019
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateFeb 2019
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateJan 2019
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateJul 2018
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateJun 2018
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateMay 2018
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateMay 2018
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateApr 2018
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateMar 2018
Total AUM$1B
Discretionary$922.9M
Non-Disc.$123.8M
Employees26
Clients0
DateMar 2018
Total AUM$940.4M
Discretionary$821.1M
Non-Disc.$119.3M
Employees25
Clients0
DateNov 2017
Total AUM$940.4M
Discretionary$821.1M
Non-Disc.$119.3M
Employees25
Clients0
DateOct 2017
Total AUM$940.4M
Discretionary$821.1M
Non-Disc.$119.3M
Employees25
Clients0
DateAug 2017
Total AUM$940.4M
Discretionary$821.1M
Non-Disc.$119.3M
Employees25
Clients400
DateMar 2017
Total AUM$940.4M
Discretionary$821.1M
Non-Disc.$119.3M
Employees25
Clients400
DateDec 2016
Total AUM$1.1B
Discretionary$823.7M
Non-Disc.$287.6M
Employees27
Clients500
DateMar 2016
Total AUM$1.2B
Discretionary$1B
Non-Disc.$109.5M
Employees27
Clients500
DateJan 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$128.2M
Employees29
Clients400
DateMar 2015
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$128.2M
Employees29
Clients400
DateMar 2015
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$128.2M
Employees29
Clients400
DateMar 2014
Total AUM$1.1B
Discretionary$968.3M
Non-Disc.$178M
Employees26
Clients400
DateNov 2013
Total AUM$1B
Discretionary$879.3M
Non-Disc.$165.9M
Employees28
Clients400
DateMar 2013
Total AUM$1B
Discretionary$879.3M
Non-Disc.$165.9M
Employees28
Clients400
DateSep 2012
Total AUM$1B
Discretionary$832.8M
Non-Disc.$182.2M
Employees11
Clients400
DateMar 2012
Total AUM$997.4M
Discretionary$797.6M
Non-Disc.$199.8M
Employees11
Clients400
DateDec 2011
Total AUM$802.8M
Discretionary$608.5M
Non-Disc.$194.3M
Employees11
Clients400
DateNov 2011
Total AUM$802.8M
Discretionary$608.5M
Non-Disc.$194.3M
Employees11
Clients251
DateJun 2011
Total AUM$802.8M
Discretionary$608.5M
Non-Disc.$194.3M
Employees--
Clients--
DateMar 2010
Total AUM$806.6M
Discretionary$494.4M
Non-Disc.$312.2M
Employees--
Clients--
DateMar 2009
Total AUM$676.3M
Discretionary$399.9M
Non-Disc.$276.4M
Employees--
Clients--
DateMar 2008
Total AUM$747.7M
Discretionary$372.1M
Non-Disc.$375.6M
Employees--
Clients--
DateMar 2007
Total AUM$382.1M
Discretionary$363.1M
Non-Disc.$19M
Employees--
Clients--
DateMar 2006
Total AUM$230.6M
Discretionary$211.6M
Non-Disc.$19M
Employees5
Clients--
DateDec 2005
Total AUM$104.1M
Discretionary$75.3M
Non-Disc.$28.9M
Employees5
Clients--
DateMay 2005
Total AUM$104.1M
Discretionary$75.3M
Non-Disc.$28.9M
Employees5
Clients--
DateMar 2004
Total AUM$91.5M
Discretionary$71.2M
Non-Disc.$20.4M
Employees5
Clients--
DateMar 2002
Total AUM$104.5M
Discretionary$96.9M
Non-Disc.$7.6M
Employees10
Clients--