WHITNEY RETIREMENT SERVICES GROUP, INC.

KENNEBUNK, Maine·1 registered advisor·CRD# 143051
SEC# 801-77881207-467-3087
01

Firm Overview

AUM
$445M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at WHITNEY RETIREMENT SERVICES GROUP, INC.

1 registered advisor
Leslie Ann Whitney
KENNEBUNK, Maine
05

Office Locations

KENNEBUNK, Maine
1 advisor

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Data sourced from SEC Form ADV filings. WHITNEY RETIREMENT SERVICES GROUP, INC. (CRD# 143051) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.