| Name | Title | Ownership | Since |
|---|---|---|---|
| Roger Lowell Wittlin Control | Chief Compliance Officer/ Managing Member/Investment Advisor Representative | Over 75% | 2017 |
Roger Wittlin Investment Advisory, LLC reports $363 million in regulatory assets under management on its Form ADV.
Roger Wittlin Investment Advisory, LLC reports 2 employees.
Roger Wittlin Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 415-696-4044 |
| Office hours | 6:30a.m. - 6:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $251M |
| Non-discretionary | $112M |
| Total (RAUM) | $363M |