W.G. SHAHEEN & ASSOCIATES, LTD. DBA WHITNEY & COMPANY
W.G. SHAHEEN & ASSOCIATES, LTD. DBA WHITNEY & COMPANY of ROCHESTER, NY is an SEC-registered investment adviser (CRD 113924). Regulatory assets under management: $29.1M.
Registration
- CRD: 113924
- SEC file number: 801-15451
- Type: Registered investment adviser
- Location: 311 ALEXANDER STREET, ROCHESTER, NY, 14580
- Phone: 716-232-6200
- Latest filing: 2001-10-19
- Regulatory AUM: $29.1M
- Discretionary AUM: $28.6M
- Non-discretionary AUM: $512K
- Clients: 1
- Accounts: 64
Officers, owners & control persons (1)
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