RIA Intelligence

W.G. SHAHEEN & ASSOCIATES, LTD. DBA WHITNEY & COMPANY

CRD #113924 SEC #801-15451 ROCHESTER, NY 716-232-6200
SEC Registered
Total AUM
$29.1M
Discretionary
$28.6M
Employees
5
Clients
--
Accounts
64

AUM Over Time

DateOct 2001
Total AUM$29.1M
Discretionary$28.6M
Non-Disc.$511.9K
Employees5
Clients--
DateOct 2001
Total AUM$29.1M
Discretionary$28.6M
Non-Disc.$511.9K
Employees5
Clients--
DateOct 2001
Total AUM$40.1M
Discretionary$38.6M
Non-Disc.$1.6M
Employees5
Clients--