W
$12.7M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-18-2005
- Office Locations
- 2
Office Locations
-- Eagle Harbor MI
-- Naperville IL
About Witter & Westlake Investments
Witter & Westlake Investments is a Eagle Harbor-based RIA with 2 offices. The firm has been operating for 21 years. Managing $12.7M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
50 AVG AGE
$6.3M AVG AUM / ADVISOR
$288.1K AVG AUM / CLIENT
17.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RODNEY SCOTT WESTLAKE
Chief Compliance Officer, Owner, President
- CRD
- #4933339
- Ownership
- 50% but less than 75%
Available
Available
Available
L
LON LAVERNE WITTER MR
Chief Executive Officer, President
- CRD
- #821135
- 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 | $12,677,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,677,000 | -- |
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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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