CRD: 297615
Wittenberg Investments Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2018
- Office Locations
- 1
Office Locations
About Wittenberg Investments Inc.
Wittenberg Investments is an independent, fee-only wealth management firm providing financial planning and investment management for individuals, families, and businesses, as well as foundations and institutions. The team builds customized, long-term portfolio strategies around client goals and values, with a disciplined, transparent process—no commissions and no broker activity.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH WILLIAM WITTENBERG
Advisor, Chief Compliance Officer, President
- CRD
- #2571037
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CARL HILTON BRADLEY JR.
--
- CRD
- #8044812
Kevin Marc Weingarden
--
- CRD
- #7621375
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,345,621 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,345,621 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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