ROGER WITTLIN INVESTMENT ADVISORY, LLC
Doing business as WITTLIN ADVISORY. SEC Form ADV profile.
Total regulatory AUM
$348,469,672
Discretionary
$191,889,188
Non-discretionary
$156,580,484
Firm details
- CRD number
- 292577
- SEC file number
- 801-121381
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.