Assets Under Management
$112.6M
Number of Clients
319
Number of Advisors
6
Average Client AUM
$353K
AUM per Advisor
$18.8M
Compensation
Fee-Only (AUM)
Whitwell & Co., LLC is an SEC-registered investment adviser offering wealth management services. They work with clients to identify investment goals, analyze risk tolerance, and recommend appropriate investment strategies. Services include investment management, financial planning, and consulting. They also offer Family Office Services to select high-net-worth families.
TX, United States