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Whitener Capital Management, Inc
Rocky Mount, North Carolina
5.0
4 Reviews
Whitener Capital Management, Inc is a reputable investment advisory firm located in Rocky Mount, NC. With over 470 individual clients and a remarkable $346,193,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. As a small firm, Whitener Capital Management, Inc focuses on delivering personalized services to their clients, ensuring that each investment strategy aligns with their unique goals and risk tolerance.
With two offices, Whitener Capital Management, Inc caters to a diverse client base, managing assets from both employer 401Ks and individual accounts. The...see more
Assets Under Mgmt
$346.19M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Whitener Capital Management, Inc
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