Whitnell & Co

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Whitnell & Co ✚
CRD #	104633
SEC #	801-36433
CIK #	0001569173
AUM
Employees	25 (68% Investors, 0% Brokers)
Phone	630-575-2300
Address	701 Harger Road Oak Brook, IL 60523-1489
Source	[IAPD] [EDGAR] [Website]

Total AUM ($MM) Copy

CIK	Period
0001569173
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)































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AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	207	331.5
(b) Individuals (high net worth individuals)	102	810.4
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	6	24.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	1.7
(n) Other	0	0.0
Total	1,418	1,167.7
By Discretionary
Discretionary	1,364	1,107.7
Non-Discretionary	54	60.0
Total	1,418	1,167.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,167.7
Total	1,418	1,167.7

EDGAR Form	CIK	2011 - 2023
13F-HR	[0001569173]
13F-NT	[0001569173]

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Assets, Funds, Holdings