W
CRD: 174946
Whitney Financial Strategies, LLC
$11.3M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
8000 Interstate HW 10 West STE 1500 SAN Antonio TX
About Whitney Financial Strategies, LLC
Whitney Financial Strategies, LLC is a SAN Antonio-based RIA. The firm has been operating for 12 years. Managing $11.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.3M AVG AUM / ADVISOR
$139.4K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KRISTOPHER CHESLEY WHITNEY
Client Service Analyst
- CRD
- #5221153
- 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 | $11,292,863 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,292,863 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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