Witter & Westlake Investments
RIAState Registered
Total AUM
$12.7M
Discretionary
$12.7M
100% of AUM
Avg account
$576K
Accounts
22
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 134774
- Custodians
- INTERACTIVE BROKERS LLC, SYNOVUS SECURITIES, INC., PROFUNDS DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.36%
- HNWI48.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Witter & Westlake Investments is an independent registered investment adviser organized as a corporation and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses and serves a client base of individuals and families. Its fee model is a percentage of assets under management. The snapshot data indicates the adviser does not identify as an active ESG investor, is not a capital allocator, and does not list pension consulting or related-adviser activities among its services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities73%
- State & Local Bonds25%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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