WHITNEY RETIREMENT SERVICES GROUP, INC.
WHITNEY RETIREMENT SERVICES GROUP, INC. of KENNEBUNK, ME is an SEC-registered investment adviser (CRD 143051). Regulatory assets under management: $445.1M.
Registration
- CRD: 143051
- SEC file number: 801-77881
- Type: Registered investment adviser
- Location: 12 DEPOT STREET, KENNEBUNK, ME, 04043-7038
- Phone: 207-467-3087
- Latest filing: 2014-03-31
- Regulatory AUM: $445.1M
- Non-discretionary AUM: $445.1M
- Clients: 2
- Accounts: 19
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| WHITNEY LESLIE ANN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
More on this firm