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Building 2WHITTIER ADVISORS, LLC

Map pinNEWPORT BEACH, CA
Phone949-341-4250
NotebookSEC #801-126237
Total AUM
$1.9B
Employees
7
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4695 MACARTHUR COURT
SUITE 1500
NEWPORT BEACH
CA 92660
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
949-341-4250
Other Offices
2

ReceiptFinancials

Total AUM
$1.9B
Accounts
30
Discretionary
$1.9B
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
23
AUM
$71.2M
Investment Company Clients
3
AUM
$1.5B
Charitable Organization Clients
2
AUM
$8.4M
Corporation or Business Clients
2
AUM
$325.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
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HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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