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Building 2WITTLIN ADVISORY

Map pin
Phone415-696-4044
NotebookSEC #801-121381
Total AUM
$348.5M
Employees
4
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30AM - 6:00PM
Monday - Friday
Phone
415-696-4044
Other Offices
1

ReceiptFinancials

Total AUM
$348.5M
Accounts
49
Discretionary
$191.9M
Accounts
47
Non-Discretionary
$156.6M
Accounts
2

ContactClients

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HNW Individual Clients
14
AUM
$300.1M
Corporation or Business Clients
2
AUM
$48.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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