CRD: 118691
Whiston Asset Management
$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
26 yrs Firm Age
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- Custodian
- Citibank ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-18-1999
- Office Locations
- 1
Office Locations
445 Park Ave. 9TH Floor NEW York City NY
About Whiston Asset Management
Whiston Asset Management is a NEW York City-based RIA. The firm has been operating for 26 years. Managing $21.0M in total assets under management, with 1 advisory representatives. They custody assets with Citibank and Interactive Brokers.
Team overview
-- AVG AGE
$21.0M AVG AUM / ADVISOR
$954.1K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHANIE CARMEL WHISTON
Chief Executive Officer, Investment Advisor, President
- CRD
- #1592958
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,989,755 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,989,755 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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