Whitney Financial Strategies, LLC
Assets Under Management
$11.3M
Number of Clients
81
Number of Advisors
N/A
Average Client AUM
$139K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Thomas D. Trimmer has over 20 years of industry experience and allocates capital to Forex traders, receiving commission and a portion of profits. He reports to Kristopher C. Whitney, CFP®, and his activities are monitored by Whitney Financial Strategies, LLC.
Fee Structure
Mr. Trimmer receives commission and a portion of profits for allocating capital to Forex traders. There is no mention of AUM-based fees or financial planning fees in this brochure supplement.
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Location
8000 Interstate Hw 10 West, Ste 1500, San Antonio, TX, 78230
0 Advisors at this firm
No advisors found for this firm.