W.G.SHAHEEN & ASSOCIATES,LTD.
Legal name: WHITNEY & COMPANY
CRD #117307 SEC #801-60710 ROCHESTER, NY 585-232-6200
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
12
Clients
251
Accounts
1,744
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.1B | $87.5M | 12 | 0 |
| Apr 2025 | $1.2B | $1.1B | $87.5M | 12 | 0 |
| Mar 2025 | $1.2B | $1.1B | $87.5M | 12 | 0 |
| Oct 2024 | $1B | $970.4M | $46.9M | 12 | 0 |
| May 2024 | $1B | $970.4M | $46.9M | 12 | 0 |
| Mar 2024 | $1B | $970.4M | $46.9M | 12 | 0 |
| Apr 2023 | $794.1M | $779.5M | $14.6M | 12 | 0 |
| Mar 2023 | $794.1M | $779.5M | $14.6M | 12 | 0 |
| May 2022 | $878.1M | $872.9M | $5.3M | 12 | 0 |
| Mar 2022 | $878.1M | $872.9M | $5.3M | 12 | 0 |
| Mar 2021 | $702M | $630.4M | $71.6M | 12 | 0 |
| Jun 2020 | $606.7M | $603.5M | $3.1M | 12 | 0 |
| Mar 2020 | $606.7M | $603.5M | $3.1M | 12 | 0 |
| Mar 2019 | $486.1M | $483.4M | $2.7M | 10 | 0 |
| Dec 2018 | $480.2M | $480.2M | $0 | 10 | 0 |
| Mar 2018 | $480.2M | $480.2M | $0 | 10 | 0 |
| Jul 2017 | $395.7M | $392.7M | $3M | 9 | 350 |
| Mar 2017 | $395.7M | $392.7M | $3M | 9 | 350 |
| Mar 2016 | $342.1M | $339.5M | $2.6M | 9 | 350 |
| Feb 2015 | $328.7M | $326.9M | $1.8M | 8 | 350 |
| Feb 2014 | $275.2M | $273.4M | $1.8M | 9 | 350 |
| Jan 2014 | $220.8M | $218.4M | $2.4M | 8 | 350 |
| Feb 2013 | $220.8M | $218.4M | $2.4M | 8 | 350 |
| Mar 2012 | $192.1M | $187.7M | $4.4M | 6 | 325 |
| Mar 2011 | $172.5M | $171.7M | $795.5K | 10 | -- |
| Mar 2009 | $110.6M | $108.9M | $1.7M | 10 | -- |
| Feb 2007 | $129M | $124.7M | $4.3M | 10 | -- |
| Feb 2006 | $105.2M | $105.2M | $0 | 10 | -- |
| Sep 2005 | $80.2M | $80.2M | $0 | 10 | -- |
| Feb 2005 | $80.2M | $80.2M | $0 | 10 | -- |
| Oct 2003 | $59.7M | $59M | $679.8K | 5 | -- |
| Mar 2002 | $36.1M | $35.8M | $333.9K | 5 | -- |
DateOct 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$87.5M
Employees12
Clients0
DateApr 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$87.5M
Employees12
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$87.5M
Employees12
Clients0
DateOct 2024
Total AUM$1B
Discretionary$970.4M
Non-Disc.$46.9M
Employees12
Clients0
DateMay 2024
Total AUM$1B
Discretionary$970.4M
Non-Disc.$46.9M
Employees12
Clients0
DateMar 2024
Total AUM$1B
Discretionary$970.4M
Non-Disc.$46.9M
Employees12
Clients0
DateApr 2023
Total AUM$794.1M
Discretionary$779.5M
Non-Disc.$14.6M
Employees12
Clients0
DateMar 2023
Total AUM$794.1M
Discretionary$779.5M
Non-Disc.$14.6M
Employees12
Clients0
DateMay 2022
Total AUM$878.1M
Discretionary$872.9M
Non-Disc.$5.3M
Employees12
Clients0
DateMar 2022
Total AUM$878.1M
Discretionary$872.9M
Non-Disc.$5.3M
Employees12
Clients0
DateMar 2021
Total AUM$702M
Discretionary$630.4M
Non-Disc.$71.6M
Employees12
Clients0
DateJun 2020
Total AUM$606.7M
Discretionary$603.5M
Non-Disc.$3.1M
Employees12
Clients0
DateMar 2020
Total AUM$606.7M
Discretionary$603.5M
Non-Disc.$3.1M
Employees12
Clients0
DateMar 2019
Total AUM$486.1M
Discretionary$483.4M
Non-Disc.$2.7M
Employees10
Clients0
DateDec 2018
Total AUM$480.2M
Discretionary$480.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$480.2M
Discretionary$480.2M
Non-Disc.$0
Employees10
Clients0
DateJul 2017
Total AUM$395.7M
Discretionary$392.7M
Non-Disc.$3M
Employees9
Clients350
DateMar 2017
Total AUM$395.7M
Discretionary$392.7M
Non-Disc.$3M
Employees9
Clients350
DateMar 2016
Total AUM$342.1M
Discretionary$339.5M
Non-Disc.$2.6M
Employees9
Clients350
DateFeb 2015
Total AUM$328.7M
Discretionary$326.9M
Non-Disc.$1.8M
Employees8
Clients350
DateFeb 2014
Total AUM$275.2M
Discretionary$273.4M
Non-Disc.$1.8M
Employees9
Clients350
DateJan 2014
Total AUM$220.8M
Discretionary$218.4M
Non-Disc.$2.4M
Employees8
Clients350
DateFeb 2013
Total AUM$220.8M
Discretionary$218.4M
Non-Disc.$2.4M
Employees8
Clients350
DateMar 2012
Total AUM$192.1M
Discretionary$187.7M
Non-Disc.$4.4M
Employees6
Clients325
DateMar 2011
Total AUM$172.5M
Discretionary$171.7M
Non-Disc.$795.5K
Employees10
Clients--
DateMar 2009
Total AUM$110.6M
Discretionary$108.9M
Non-Disc.$1.7M
Employees10
Clients--
DateFeb 2007
Total AUM$129M
Discretionary$124.7M
Non-Disc.$4.3M
Employees10
Clients--
DateFeb 2006
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$59.7M
Discretionary$59M
Non-Disc.$679.8K
Employees5
Clients--
DateMar 2002
Total AUM$36.1M
Discretionary$35.8M
Non-Disc.$333.9K
Employees5
Clients--