DANA WHITING FINANCIAL, LLC

Overview

Dana Whiting Financial, LLC is a small limited liability company that appears configured to provide advisory services but shows minimal reported client activity. The firm is unclassified under the provided snapshot and lists its fee structure as “Other,” which suggests custom or non-standard fee arrangements rather than a simple assets-under-management percentage or hourly model. The firm indicates an affiliation with a law firm, which can point to client work tied to legal services such as trust, estate or fiduciary planning, or coordination with attorneys on wealth transfer matters. Investment activity leans toward using external managers and pooled products rather than an in-house, single-strategy platform. The firm’s stated allocations include hedge funds and real estate as alternative holdings and mutual funds for core exposures. It is not identified as an active ESG investor, not a pension consultant, and is not flagged as a multi-state registered adviser despite operating in more than one state.

Assets & Accounts

Investments & Alternatives

Location & Offices