Investment adviser · CRD 143051

WHITNEY RETIREMENT SERVICES GROUP, INC.

Investment adviser filing (IA)

KENNEBUNK, ME, United States · Form ADV filed Mar 31, 2014

Regulatory AUM
$445M
Form ADV · Item 5.F
Client accounts
19
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2014. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12 DEPOT STREET
KENNEBUNK, ME, 04043-7038, United States

CRD 143051

Filing source

Form ADV 772311 · Mar 31, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.