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W.g.shaheen & Associates,ltd.

● SEC registered since 2001CRD 117307SEC# 801-60710Rochester, NY
Export (members)
Reg. AUM
$1.15B
Employees
12
Accounts
1,744
Location
Rochester, NY

W.g.shaheen & Associates,ltd. assets under management

W.g.shaheen & Associates,ltd. is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2001. It reports $1.2 billion in regulatory assets under management and employs 12 people.
www.linkedin.com/company/w-g-shaheen-&-associates-dba-whitney-&-companyView on SEC.gov ↗

W.g.shaheen & Associates,ltd. owners & executives

6 reported
NameTitleOwnershipSince
Adam N. MageePartner10-25%2022
Andy John Armstrong ControlChief Compliance OfficerUnder 5%2018
Christopher M Radigan ControlPartner10-25%2020
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Frequently asked questions

How much does W.g.shaheen & Associates,ltd. manage?

W.g.shaheen & Associates,ltd. reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does W.g.shaheen & Associates,ltd. have?

W.g.shaheen & Associates,ltd. reports 12 employees.

Where is W.g.shaheen & Associates,ltd. located?

W.g.shaheen & Associates,ltd. is based in Rochester, NY and has been SEC-registered since 2001.

Does W.g.shaheen & Associates,ltd. disclose fund performance?

W.g.shaheen & Associates,ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address959 Panorama Trail S, Suite 190, Rochester, NY 14625
Phone585-232-6200
Fax585-232-5698
Office hours9:00 - 4:00
SEC regionNew York Regional Office (NYRO)
CIK1577001
Discloses disciplinary historyNo

Assets under management

Discretionary$1.06B
Non-discretionary$87.5M
Total (RAUM)$1.15B