|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Whittier Advisors LLC
✚
|
|
|---|---|
| CRD # | 318024 |
| SEC # | 801-126237 |
| CIK # | |
| AUM | $1.5 B (2025-03-27) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 949-341-4250 |
| Address | 4695 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 29.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 1,117.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 328.4 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 1,475.0 |
| By Discretionary | ||
| Discretionary | 14 | 1,475.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 1,475.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,475.0 | |
| Total | 14 | 1,475.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Select Money Management Inc
✚
|
CA | 1.5 |
|
Martin & Company Inc
✚
|
TN | 1.5 |
|
WBH Advisory Inc
✚
|
MD | 1.5 |
|
SNS Financial Group LLC
✚
|
MN | 1.5 |
|
Stifel Capital Management LLC
✚
|
NY | 1.5 |
|
Trivium Point Advisory LLC
✚
|
CT | 1.5 |
|
Magnolia Capital Advisors LLC
✚
|
MS | 1.5 |
|
RW Investment Management LLC
✚
|
ID | 1.5 |
|
KLCM Advisors Inc
✚
|
WI | 1.5 |
|
Argent Advisors Inc
✚
|
LA | 1.5 |