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$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2003
- Office Locations
- 1
Office Locations
1408 Stonehollow DR, Suite A-400 Kingwood TX
About Whitfill Investment Management, LLC
Whitfill Investment Management, LLC is a Kingwood-based RIA. The firm has been operating for 22 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR and Wells Fargo.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$443.9K AVG AUM / CLIENT
22.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GERALD ROBERT WHITFILL
Director, Founder, President
- CRD
- #2573863
- 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 | $4,883,371 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,883,371 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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