Roger Wittlin Investment Advisory is an investment advisor in San Francisco with $312.00 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
822945830
SEC advisor number
801-121381
FINRA CRD number
292577
AUM ?
$312.00 mm
(as of 14 Apr 23)
Accounts
16
(as of 14 Apr 23)
Employees
4
(1 investment advisory or research)
Office hours
Monday - Friday, 6:30AM - 6:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wittlin, Roger, Lowell | Chief Compliance Officer/ Managing Member/investment Advisor Representative | 09/2017 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22