WHITNEY RETIREMENT SERVICES GROUP, INC.
SEC file number 801-77881
· KENNEBUNK, ME
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$356.4M
Discretionary AUM
$0
Employees
2
Clients
—
Firm
- Address
- 12 DEPOT STREET
KENNEBUNK, ME 04043-7038 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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- Whitney Capital Legacy Fund, LLC Low name-match confidence · CIK 2123360 · NY
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Whitney Capital Legacy Fund, LLC · D · Mar 23, 2026$13.7M