WHITWELL & CO, LLC is an SEC-registered investment adviser (CRD 331958). Regulatory assets under management: $116.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Jeffrey Andrew Smith | CHIEF COMPLIANCE OFFICER | Humacao, PR |
| Floriano Luzio Whitwell | TRUSTEE OF 0123581321 TRUST | — |
| Stefan Whitwell | CHIEF EXECUTIVE OFFICER; INDIRECT OWNER | — |
| Andrew Thomas Lucich | CHIEF COMPLIANCE OFFICER | — |
| SMITH CLARENCE ANDREW | CHIEF COMPLIANCE OFFICER | — |
| WHITWELL STEFAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND INDIRECT OWNER; INDIRECT OWNER | — |
| WHITWELL FLORIANO LUZIO | TRUSTEE OF 0123581321 TRUST | — |