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Whitehead A T Inc (Tampa)


Whitehead A T Inc is an adviser based in Tampa. It manages $30.33 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2001.

Whitehead A T provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whitehead A T: assets under management

The assets under management (AUM) of Whitehead A T Inc is $30.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $278.26 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Whitehead A T Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tampa

The principal office where Whitehead A T Inc performs its advisory services is located at 4320 El Prado Blvd., Suite 19, Tampa, FL 33629 The mailing address of the firm is P. O. Box 2245, Sisters, OR 97759. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-839-7122 or by fax 813-839-6313. The normal business hours are 0900-1700 on Monday - Friday.


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