RIA Intel›Advisers›Texas›WHITNEY FINANCIAL STRATEGIES LLC

WHITNEY FINANCIAL STRATEGIES LLC

Advisory

SAN ANTONIO, TX

Data as of Apr 4, 2022 · Source: SEC Form ADV

Rank in TX

#2,319

of 2,813 advisers by AUM

Average account

$130K

across 87 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 4, 2022.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients81

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

81 clients

70 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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