| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dahl Control | Chief Executive Officer | Under 5% | 2021 |
| Heather Nicole Slate Control | Chief Compliance Officer | Under 5% | 2023 |
| J. Caleb Silsby | Board Member | Under 5% | 2021 |
Whittier Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Whittier Advisors, LLC reports 7 employees.
Whittier Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2022.
Whittier Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4695 MacArthur Court, Suite 1500, Newport Beach, CA 92660 |
| Phone | 949-341-4250 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.48B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.48B |