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WHITTIER ADVISORS, LLC
CRD 318024 · SEC 801-126237
4695 MACARTHUR COURT, SUITE 1500, NEWPORT BEACH, CA, 92660, United States
Phone
949-341-4250
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.89B
Discretionary AUM
$1.89B
Team
7 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $71.2M |
| Investment companies | 3 | $1.49B |
| Charitable organizations | 2 | $8.4M |
| Corporations/business entities | 2 | $325.3M |
States served
CA, NV
All web addresses on file
Official SEC filing: View on IAPD