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Building 2WITTENBERG INVESTMENT MANAGEMENT INC

Map pin
Phone978-995-7043
NotebookSEC #801-32143
Total AUM
$385.2M
Employees
1
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M
Monday - Friday
Phone
978-995-7043

ReceiptFinancials

Total AUM
$385.2M
Accounts
126
Discretionary
$385.2M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
49
AUM
$385.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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