Witan Capital, Inc. is a large advisory firm based in Eden Prairie. It manages $31 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Witan Capital provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Witan Capital, Inc. is $31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Witan Capital, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Witan Capital, Inc. performs its advisory services is located at 15488 Boulder Pointe Road, Eden Prairie, MN 55347, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-942-5211 or by fax 952-942-5427. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.witancapital.com.