Witter & Lester Inc
Firm details
- Headquarters
- ,
- CRD number
- 133913
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Witter & Lester Inc. is a small, independent registered investment adviser operating as a corporation and owned by individuals. The firm primarily serves individual and family clients and charges a percentage-of-AUM advisory fee. Its advisory activities include portfolio management for individuals and small businesses and the publication of periodicals or newsletters. The firm is also identified as operating in the CPO/CTA space (commodity pool operator / commodity trading advisor). It does not self-identify as an active ESG investor and is not registered as a 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 Equities50%
- State & Local Bonds35%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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