WHITTIER ADVISORS, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 318024
- Registered since
- July 28, 2022
- Website
- www.whittieradvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies78.62%
- Corporations / Businesses17.18%
- HNWI3.76%
- Charitable Organizations0.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Whittier Advisors, LLC is an SEC-registered investment adviser established in 2022 and organized as a limited liability company. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management for investment companies and institutional clients, and the selection of outside advisers. Fee arrangements combine percentage-of-AUM billing with fixed fees. Whittier identifies as an active ESG investor and lists a trust company among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds42%
- US Government Bonds16%
- Public Funds/Mutual Funds13%
- Exchange Traded Equities10%
- Investment Grade Corp Bonds9%
Owners & executives
2 of 2LIAM MCGUINNESS
Chief Financial OfficerCRD 7714832
DAVID DAHL
President and Chief Executive OfficerCRD 7559245
Contacts
3 of 11Christopher Bouffier
Registered RepresentativeCRD 7614960
Matthew Albrecht
Client Service AssociateCRD 7795162
MASON CARPENTER
Vice President, Portfolio ManagerCRD 8100309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 4695 MacArthur Ct
- Time zone
- PT (UTC-8)
- Office locations
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