Wittenberg Investment Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 105792
- Registered since
- June 2, 1988
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wittenberg Investment Management Inc is a privately owned registered advisory firm that has been on record with the SEC since 1988. The firm focuses on portfolio management for individual clients and small businesses, serving a client base labeled as individuals and families. Its compensation includes a traditional percentage-of-assets-under-management fee and arrangements that can include performance-based fees. Wittenberg reports no active ESG program and does not operate as a multi-state or pension consultant adviser; it is not listed as a capital allocator or a related adviser to other firms.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents18%
- Non-Exchange Traded Equities2%
Contacts
1 of 1Joel Wittenberg
PresidentCRD 1695242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$507K in ETFs
100%
$507K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | BlackRock | Passive | Mid Cap Value | $507K | 3,478 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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