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Building 2WITTER WILLIAM D INC

Map pinNEW YORK, NY
Phone212-753-7878
NotebookSEC #801-12695
Total AUM
$362M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
153 E 53RD STREET
SUITE 5100
NEW YORK
NY 10022-4611
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
212-753-7878

ReceiptFinancials

Total AUM
$362M
Accounts
26
Discretionary
$344.2M
Accounts
24
Non-Discretionary
$17.8M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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