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Wittlin Advisory
WITTLIN ADVISORY is an SEC-registered investment adviser since 2021. The firm manages $348 million in assets, $192 million on a discretionary basis.
Overview
WITTLIN ADVISORY is an SEC-registered investment adviser since 2021. The firm manages $348 million in assets, $192 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is the firm's asset allocation?
No public data on Wittlin Advisory's asset allocation exists. Most family offices with similar privacy practices allocate to a mix of public securities, private investments, and real assets, but without disclosure, this is speculative.
How large is Wittlin Advisory?
Wittlin Advisory does not disclose its assets under management, staff headcount, or number of offices. Its scale is unknown to public sources.
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