WHITNEY RETIREMENT SERVICES GROUP, INC.
CRD #143051 SEC #801-77881 KENNEBUNK, ME 207-467-3087
SEC Registered
Total AUM
$356.4M
Discretionary
$0
Employees
2
Clients
0
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $445.1M | $0 | $445.1M | 2 | 11 |
| Mar 2013 | $356.4M | $0 | $356.4M | 2 | 11 |
DateMar 2014
Total AUM$445.1M
Discretionary$0
Non-Disc.$445.1M
Employees2
Clients11
DateMar 2013
Total AUM$356.4M
Discretionary$0
Non-Disc.$356.4M
Employees2
Clients11