Witter William D Inc is a large advisory firm based in New York. It manages $362.04 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Indiana, and New York.
Witter William D provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Witter William D Inc is $362.04 million. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Witter William D Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William David Witter has been acting as President since 1 Nov 1976. Sherry Pryor joined the executive team most recently as the Chairman.
The principal office where Witter William D Inc performs its advisory services is located at 153 E 53 Rd Street, New York, NY 10022 4611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-753-7878 or by fax 212-486-7697. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.wdwitter.com.