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| Keyboard |
| Whittier Advisors LLC
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|---|---|
| CRD # | 318024 |
| SEC # | 801-126237 |
| CIK # | |
| AUM | 1,893.3 M (2026-05-28) |
| Employees | 7 (86% Investors, 43% Brokers) |
| Phone | 949-341-4250 |
| Address | 4695 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 23 | 71.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 1,488.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 8.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 325.3 |
| (n) Other | 0 | 0.0 |
| Total | 30 | 1,893.3 |
| By Discretionary | ||
| Discretionary | 30 | 1,893.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 30 | 1,893.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,893.3 | |
| Total | 30 | 1,893.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 2549000KAHD94LTA1Q69 |
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|---|---|---|
|
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ID | 1,907.9 M |
|
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1,905.1 M | |
|
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|
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NY | 1,892.9 M |
|
True Link Financial Advisors LLC
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|
CA | 1,886.9 M |
|
Nilsine Partners LLC
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|
CO | 1,881.7 M |
|
KLCM Advisors Inc
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WI | 1,876.9 M |