W
$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-1988
- Office Locations
- 1
Office Locations
-- Huntsville AL
About Witter & Lester INC
Witter & Lester INC is a Huntsville-based RIA. The firm has been operating for 38 years. Managing $9.8M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
21.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
38yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RICHARD L LESTER MR
Advisor, President
- CRD
- #1721571
- Ownership
- 50% but less than 75%
Available
Available
Available
G
GROVER WAYNE WHALEY MR
EVP
- CRD
- #2614261
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,769,512 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,769,512 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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