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Wittenberg Investment Management Inc

● SEC registered since 1988CRD 105792SEC# 801-32143
Export (members)
Reg. AUM
$364.9M
Employees
1
Accounts
155
Location

Wittenberg Investment Management Inc assets under management

Wittenberg Investment Management Inc is an SEC-registered investment adviser. The firm has been registered since 1988. It reports $364.9 million in regulatory assets under management and employs 1 people.

Wittenberg Investment Management Inc owners & executives

1 reported
NameTitleOwnershipSince
Joel Wittenberg ControlPresident & Chief Compliance OfficerOver 75%1988

Frequently asked questions

How much does Wittenberg Investment Management Inc manage?

Wittenberg Investment Management Inc reports $364.9 million in regulatory assets under management on its Form ADV.

How many employees does Wittenberg Investment Management Inc have?

Wittenberg Investment Management Inc reports 1 employees.

Does Wittenberg Investment Management Inc disclose fund performance?

Wittenberg Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone978-995-7043
Office hours9:00 a.m. - 5:00 P.M
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$364.9M
Non-discretionary$0
Total (RAUM)$364.9M