Wittenberg Investment Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 105792
- Registered since
- June 2, 1988
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wittenberg Investment Management Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 1988. The firm serves primarily individual and family clients and focuses on discretionary portfolio management for individuals and small businesses. Its stated fee structure combines a percentage-of-assets model with performance-based fees. Wittenberg signals a clear equity tilt in its strategy and does not position itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents18%
- Non-Exchange Traded Equities2%
Contacts
1 of 1Joel Wittenberg
PresidentCRD 1695242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$572K in ETFs
100%
$572K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | BlackRock | Passive | Mid Cap Value | $572K | 3,478 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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